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RIA / WealthAdvisorCertified Financial Planner34 years in industry

JOSEPH HOUSTON COMBEST

Advisor at SECOND LINE CAPITAL, LLC

Duncan, OK

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Search this name across graphsid dfx:ria:7f9dc63f-b7ff-5f05-ced2-0229cbe0f2ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Oct 20, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SECOND LINE CAPITAL, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 27, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 27, 1992
First registration: Oct 20, 1999
Dual registered: no
Other names: JOE COMBEST|JOSEPH COMBEST
IAPD individual key: 2265431

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SECOND LINE CAPITAL, LLC	Independent wealth	Jan 2, 2025	n/a	yes	Duncan, OK	Current employment
TRITON FINANCIAL GROUP, INC	Independent wealth	Sep 6, 2022	Jan 7, 2025	no	OKLAHOMA CITY, OK\|Duncan, OK\|Duncan, OK	Previous registration
HBW ADVISORY SERVICES LLC	Independent wealth	Jan 2, 2020	Oct 12, 2022	no	DUNCAN, OK\|SIMI VALLEY, CA\|DUNCAN, OK\|DUNCAN, OK	Previous registration
COMBEST FINANCIAL SERVICES, INC.	n/a	Oct 28, 2010	Jun 30, 2020	no	DUNCAN, OK\|Duncan, OK	Previous registration
WFG ADVISORS, LP	Former SEC adviser	Mar 31, 2010	Dec 31, 2010	no	DUNCAN, OK	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jun 22, 2009	Mar 31, 2010	no	DUNCAN, OK	Previous registration
COMBEST FINANCIAL SERVICES, INC.	n/a	Mar 20, 2009	Aug 26, 2009	no	DUNCAN, OK\|CORONA, CA	Previous registration
COMBEST FINANCIAL SERVICES, INC.	n/a	Nov 2, 2005	Apr 9, 2009	no	DUNCAN, OK\|CORONA, CA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Oct 20, 1999	Jun 27, 2005	no	CORONA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRITON FINANCIAL GROUP, INC	SECOND LINE CAPITAL, LLC	Jan 7, 2025	Jan 2, 2025	-5	Firm change	RIA to RIA
HBW ADVISORY SERVICES LLC	TRITON FINANCIAL GROUP, INC	Oct 12, 2022	Sep 6, 2022	-36	Firm change after gap	RIA to RIA
COMBEST FINANCIAL SERVICES, INC.	HBW ADVISORY SERVICES LLC	Jun 30, 2020	Jan 2, 2020	-180	Firm change after gap	Other
WFG ADVISORS, LP	COMBEST FINANCIAL SERVICES, INC.	Dec 31, 2010	Oct 28, 2010	-64	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	WFG ADVISORS, LP	Mar 31, 2010	Mar 31, 2010	0	Firm change	Other
COMBEST FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Aug 26, 2009	Jun 22, 2009	-65	Firm change after gap	Other
COMBEST FINANCIAL SERVICES, INC.	COMBEST FINANCIAL SERVICES, INC.	Apr 9, 2009	Mar 20, 2009	-20	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	COMBEST FINANCIAL SERVICES, INC.	Jun 27, 2005	Nov 2, 2005	128	Firm change	Other

Relationships

Registered with (7)

→ SECOND LINE CAPITAL, LLCRegistered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ TRITON FINANCIAL GROUP, INCRegistered adviserregistration: previous registration
Sep 6, 2022 to Jan 7, 2025factForm ADV
→ HBW ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Jan 2, 2020 to Oct 12, 2022factForm ADV
→ COMBEST FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 28, 2010 to Jun 30, 2020factForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
Mar 31, 2010 to Dec 31, 2010factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jun 22, 2009 to Mar 31, 2010factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 20, 1999 to Jun 27, 2005factForm ADV

Dated events

Occurred
Jan 7, 2025
Advisor changed firm
Joseph Houston Combest left Triton Financial Group, Inc for Second Line Capital, Llc (registered 2025-01-02)
Form ADVobserved 6 days ago
Occurred
Oct 12, 2022
Advisor changed firm
Joseph Houston Combest left Hbw Advisory Services Llc for Triton Financial Group, Inc (registered 2022-09-06)
Form ADVobserved 6 days ago