Thomas Jon Casper

Current Employers

Employment History

• 11/2014 → 02/2018
  Creative Planning
  Orlando, FL
• 03/2018 → Present
  Adaptive Solutions Consulting
  Orlando, FL
• 03/2020 → 01/2022
  Pintar Investment Company
  San Juan Capistrano, CA
• 07/2022 → 07/2023
  Lyons Wealth Management
  Winter Park, FL
• 07/2023 → 01/2026
  Stansberry Asset Management
  Westlake, TX

Previous Registrations

• 2023-09-14 → 2026-04-14
  Stansberry Asset Management, Llc
  Winter Park, FL
  Westlake, TX
• 2023-06-08 → 2023-08-15
  Lyons Wealth Management
  Winter Park, FL
• 2022-02-17 → 2022-06-10
  Camarda Wealth Advisory Group
  Fleming Island, FL
• 2014-12-10 → 2018-02-09
  Creative Planning
  Naples, FL
  Overland Park, KS
  Bonita Springs, FL
  Reston, VA
  Orlando, FL
• 2013-03-06 → 2014-11-04
  Mercer Global Advisors Inc.
  Sarasota, FL
• 2012-09-17 → 2013-02-04
  Jackson Wealth Management, Llc
  Lake Mary, FL
• 2009-11-12 → 2012-09-17
  Lyons Wealth Management
  San Clemente, CA
  Winter Park, FL
• 2010-12-09 → 2012-03-23
  Advanced Equities, Inc.
  San Francisco, CA
  Chicago, IL
• 2009-07-02 → 2010-06-16
  Horan Capital Management,Llc
  Baltimore, MD
• 2006-10-20 → 2007-12-04
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
• 2006-10-10 → 2006-10-20
  Citigroup Global Markets Inc.
  Newport Beach, CA
• 2001-04-04 → 2006-10-20
  Fisher Investments
  Alisa Viejo, CA

Other Businesses

Adaptive Solutions Consulting Inc Not investment-related 1934 Hammerlin Ave, Winter Park, FL 32789 Consulting and recruiting President, Owner Started March 2018 Currently not devoting any time to this business, however, it remains registered as an active LLC in the state of Florida

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-15
• S63 Uniform Securities Agent State Law Examination
  2011-01-04

Other Names

• Thomas Jon Casper