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David Michael Thome

Fiducient Advisors LLC

Mclean, VA

Chicago, IL

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Current Employers
Fiducient Advisors Llc

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
VA RA APPROVED 2018-03-22
  • TX RA
    APPROVED
    Since 2023-08-29
  • VA RA
    APPROVED
    Since 2018-03-22

Branch Locations

1430 Spring Hill Road #320, Mclean, VA 22102 • United States

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • 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
Purshe Kaplan Sterling Investments Albany NY 01/2016 03/2017
Orion Investment Advisors Mclean VA 01/2016 06/2017
Fiducient Advisors Chicago IL 06/2017 Present
  • 01/2016 → 03/2017
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2016 → 06/2017
    Orion Investment Advisors
    Mclean, VA
  • 06/2017 → Present
    Fiducient Advisors
    Chicago, IL
Previous Registrations
  • 2016-01-15 → 2018-03-28
    Orion Investment Advisors, Llc
    Mclean, VA
  • 2012-02-14 → 2016-02-01
    Morgan Stanley
    Bethesda, MD
  • 2008-12-17 → 2012-01-30
    Truist Investment Services, Inc.
    Potomac, MD
    Rockville, MD
    Rockville, MD
  • 2007-05-29 → 2008-12-20
    Citigroup Global Markets Inc.
    Alexandfia, VA
    Arlington, VA
    Washington, DC
    Alexandria, VA
  • 2006-09-08 → 2007-05-29
    Citicorp Investment Services
    Washington, DC
    Alexandria, VA
  • 2004-09-28 → 2006-08-16
    Truist Investment Services, Inc.
    Fairfax, VA
    Fairfax, VA
    Fairfax, VA
    Chantilly, VA
    Fairfax, VA
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
    Fairfax, VA
    Washington, DC
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-27
  • S66 Uniform Combined State Law Examination
    2004-09-27
Designations

View on SEC IAPD

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