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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-07-25 |
Branch Locations
274 Old Corvallis Road Suite L, Hamilton, MT 59840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2009 | 08/2022 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2009 | 08/2022 |
| Thomas Capital Management, Llc | Hamilton | MT | 08/2022 | 07/2025 |
| Commonwealth Financial Network | San Diego | CA | 08/2022 | 07/2025 |
| Ameriprise Financial Services, Llc | Hamilton | MT | 07/2025 | Present |
Independent Insurance Brokering; Sagicor Life; 02/01/2022; Fixed Annuity. Business Ownership; Thomas Capital Management, LLC; Owner; Manage Ameriprise Business; 274 Old Corvallis Road, Suite L, Hamilton, MT, 59840; Not Investment-Related; 08/31/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Thomas Capital Management, LLC; Owner; Manage advisory business; 274 Old Corvallis Road, Suite L, Hamilton, MT, 59840; Investment-Related; 07/25/2025; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Amazon Vine Reviewer; I review products for Amazon through the Vine program. In exchange for unbiased, honest reviews I am given products, on which I treat the value as taxable income.; 454 Wyant Lane, , Hamilton, MT, 59840; Not Investment-Related; 02/13/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-25 |
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