Christopher Tyler Thomas

Employer firm

Macroview Investment Management LLC CRD 149621

$387M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 02/2018
  Triad Advisors, Inc.
  Norcross, GA
• 09/2013 → 02/2018
  Planning Solutions Group, Llc
  Fulton, MD
• 02/2018 → Present
  Macroview Investment Management Llc
  Bethesda, MD

Previous Registrations

• 2013-09-24 → 2019-09-10
  Planning Solutions Group, Llc
  Fulton, MD
• 2014-02-26 → 2018-02-06
  Triad Advisors Llc
  Fulton, MD
• 2004-03-09 → 2013-09-16
  Signator Investors, Inc.
  Mclean, VA
  Vienna, VA

Other Businesses

1)National Capital Chapter-Society of Financial Service Professionals;not investment related;P.O. Box 5153,Arlington,VA 22205;industry association;treasurer;7/1/2017;2 hrs/month;.1 hr during trading;serve as a member of the board,monitor the association's financials,signor on association checking account

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-25
• S63 Uniform Securities Agent State Law Examination
  2003-07-30

Designations

• Certified Financial Planner