Patrick D. Combs

COMBS CAPITAL PARTNERS

Southlake, TX

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CRD#: 2720909

Professional summary

Patrick Dennis Combs, who also goes by Pat Dennis Combs, Patrick Combs, is a registered financial advisor currently at COMBS CAPITAL PARTNERS located in Southlake, Texas.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Patrick has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pat Dennis Combs | Patrick Combs

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Teamalytics; investment-related: No; Location: 203 Timber Lake Way, Southlake, TX, 76092; Consulting; Senior VP and Consultant; January 2016; hours/month: 100; hours during securities trading hours: 1; Leadership Coaching for Business Executives and their teams. 2) Partners; Combs Capital Group, LLC; Investment Related: Yes; Location: 203 Timber Lake Way, Southlake, TX, 76092; Description of the business: General Partner in Alternative Investment Vehicles; Responsibilities Duties: Vetting alternative investment opportunities; Start date with business: 2021-01-01; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 8. 3) VAUCLUSE CAPITAL; MANAGING DIRECTOR; INVESTMENT RELATED: YES; 3838 OAKLAWN AVE., SUITE 1450 DALLAS TX 75219 USA; VAUCLUSE CAPITAL IS A HEDGE FUND WITH A FOCUS ON BLOCKCHAIN RELATED INVESTMENTS.;HIS ROLE IS TO OVERSEE THE RAISING AND MANAGEMENT OF FUNDS.; 2022-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 10; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 40. 4) Karpos Capital Partners; Investment related: Yes; 539 W. Commerce St #1793 Dallas TX 75208; Karpos Capital Partners is a private equity investment company focused on buying and growing high-potential, well managed small to mid-sized companies.; Managing Director; Pat's primary responsibilities revolve around administrative and operational assistance with the various portfolio companies.; Start date: 2023-01-18; Hours per month during trading hours: 3; Hours per month outside trading hours: 3.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Dennis Combs's CRS (Customer Relationship Summary).

MORGAN STANLEY DW INC.

CRD#: 7556

HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(1/23/2023)

General Securities Representative Examination

Current Firm

COMBS CAPITAL PARTNERS

COMBS CAPITAL PARTNERS | COMBS CAPITAL PARTNERS LLC

CRD#: 310547 / SEC#:

Louisiana

Registered Investment Advisory firm - (1/23/2023 Approved)

Texas

Registered Investment Advisory firm - (9/16/2020 Approved)

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Contact information

Main Address

Southlake, TX

Mailing Address

Phone number

(940) 765-9206

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	262
AUM (Assets Under Management)	$ 59,438,028

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Patrick D. Combs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Dennis Combs's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARKOS GLOBAL ADVISORS, LLC

SOLUTIONS 4 WEALTH

WESTPARK WEALTH ADVISORS, INC.

WESTPARK WEALTH ADVISORS, INC.

IMS SECURITIES, INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/2005

Series 63

Date: 6/16/2005

SIE

Date: 4/26/2016

Series 31

Date: 7/1/2005

Series 7

Date: 6/3/2005

Current Firm

COMBS CAPITAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COMBS CAPITAL PARTNERS

TRUST BUT VERIFY

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