Dezann Korbuly

PROVIDENCE CAPITAL

Colleyville, TX

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CRD#: 6421491

Professional summary

Dezann Korbuly, who also goes by Dezann Hausenfluck, is a registered financial advisor currently at PROVIDENCE CAPITAL located in Colleyville, Texas.

Dezann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Dezann has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dezann Hausenfluck

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.

KORBULY ACCOUNTING AND FINANCIAL SERVICES NOT INVESTMENT RELATED 5101 CAMELOT DR, COLLEYVILLE, TX 76034 ACCOUNTING FOR INDIVIDUALS AND SMALL BUSINESSES SOLE PROPRIETORSHIP I AM THE OWNER OF THE BUSINESS. I STARTED THE BUSINESS IN 1995. I WORK ABOUT 80 HOURS A MONTH IN THIS BUSINESS. I DO NOT HAVE A SET WORK SCHEDULE. I WORK AROUND MY WORK SCHEDULE AT FAMILY BUSINESS OFFICE. Dezann Korbuly owns an accounting business and serves as the Corporate Controller for a couple of small businesses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dezann Korbuly's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 28, 2024 - Present

PROVIDENCE CAPITAL

RIA

CRD#: 328732

Colleyville, TX

Past

May 15, 2019 - December 31, 2024

OPEN RANGE RIA

RIA

CRD#: 165637

Colleyville, TX

Past

February 27, 2015 - April 12, 2019

FAMILY BUSINESS OFFICE, INC.

RIA

CRD#: 114621

COLLEYVILLE, 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

Texas
(8/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/27/2015

Uniform Investment Adviser Law Examination

Current Firm

PROVIDENCE CAPITAL

PROVIDENCE CAPITAL | PROVIDENCE CAPITAL LLC

CRD#: 328732 / SEC#:

Arkansas

Registered Investment Advisory firm - (1/31/2024 Approved)

Colorado

Registered Investment Advisory firm - (11/27/2024 Approved)

Texas

Registered Investment Advisory firm - (2/7/2024 Approved)

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Contact information

Main Address

Rogers, AR

Mailing Address

Phone number

(469) 213-1532

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 26,491,488

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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Dezann Korbuly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dezann Korbuly's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROVIDENCE CAPITAL

OPEN RANGE RIA

FAMILY BUSINESS OFFICE, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/27/2015

Current Firm

PROVIDENCE CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROVIDENCE CAPITAL

TRUST BUT VERIFY

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