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PAUL BRENDAN HOLM II
CRD#: 2764410
IA
Investment Adviser
B
Broker
AVANTAX ADVISORY SERVICESCRD#: 104556 120 S. MAIN
SUITE 305
VICTORIA, TX 77901
AVANTAX INVESTMENT SERVICES, INC.CRD#: 13686 120 S. MAIN
SUITE 305
VICTORIA, TX 77901
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2019 - Present (5 years)B1ST GLOBAL CAPITAL CORP. (CRD# 30349)1996 - 2019 (23 years)IA1ST GLOBAL ADVISORS INC (CRD# 111133)1997 - 2019 (22 years)
License(s)

State Registrations

B
Arkansas 10/25/2019

B
Ohio 11/19/2024

B
California 10/25/2019

B
Texas 10/25/2019

B
Colorado 10/25/2019

IA
Texas 10/25/2019

B
New Mexico 5/20/2024

B
Utah 10/25/2019

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
AVANTAX ADVISORY SERVICES (CRD#:104556)
120 S. MAIN SUITE 305, VICTORIA, TX 77901
Registered with this firm since 10/25/2019

B
AVANTAX INVESTMENT SERVICES, INC. (CRD#:13686)
120 S. MAIN SUITE 305, VICTORIA, TX 77901
Registered with this firm since 10/25/2019

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
09/18/1997 - 10/25/2019 1ST GLOBAL ADVISORS INC (CRD#:111133) VICTORIA, TX
B
09/19/1996 - 10/25/2019 1ST GLOBAL CAPITAL CORP. (CRD#:30349) VICTORIA, TX
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.