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Sandra Catherine Thomas

S.C. Thomas & Associates, Cpa, LLC

Medina, OH

CRD 4557650

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Employer firm

S.c. Thomas & Associates, Cpa, LLC CRD 121666

$105M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
S.C. Thomas & Associates, Cpa, Llc

3599 Reserve Commons Dr, Medina, OH 44256 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-09-22
  • OH RA
    APPROVED
    Since 2017-09-22

Branch Locations

3599 Reserve Commons Dr, Medina, OH 44256 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
S.C. Thomas & Associates, Cpa Medina OH 01/1988 Present
  • 01/1988 → Present
    S.C. Thomas & Associates, Cpa
    Medina, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-21
  • S65 Uniform Investment Adviser Law Examination
    2002-11-21
Designations
  • Personal Financial Specialist

View on SEC IAPD

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