Thomas George Collins

Current Employers

Employment History

• 08/2015 → 09/2016
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 08/2015 → 09/2016
  Schwab Private Client Investment Advisory, Inc.
  Indianapolis, IN
• 02/2017 → 11/2018
  Financial Center First Credit Union
  Indianapolis, IN
• 02/2017 → 11/2018
  Cuso Financial Services, Lp
  Indianapolis, IN
• 09/2016 → 02/2017
  Unemployed
  Carmel, IN
• 11/2018 → 05/2022
  Jp Morgan Securities, Llc
  Naples, FL
• 11/2018 → 05/2022
  Jp Morgan Chase Bank, N.A.
  Naples, FL
• 09/2019 → 02/2021
  David Lawrence Center
  Naples, FL
• 05/2022 → 12/2022
  Morgan Stanley
  Naples, FL
• 12/2022 → Present
  Cwa Asset Management Group
  Naples, FL

Previous Registrations

• 2022-06-09 → 2023-01-06
  Morgan Stanley
  Naples, FL
• 2018-12-03 → 2022-05-20
  J.P. Morgan Securities Llc
  Naples, FL
  Marco Island, FL
  Naples, FL
• 2017-02-08 → 2018-11-20
  Cuso Financial Services, L.P.
  Indianapolis, IN
• 2015-09-15 → 2016-09-15
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
• 2013-11-15 → 2015-08-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Carmel, IN
• 2007-12-17 → 2013-10-16
  Strategic Advisers Llc
  Covington, KY
  Blue Ash, OH
  Cincinnati, OH

Exams

• S66 Uniform Combined State Law Examination
  2008-06-13
• S63 Uniform Securities Agent State Law Examination
  2007-06-01

Designations

Other Names

• Thomas Collins
• Thomas G. Collins
• Thomas G. Collins
• Thomas George Collins
• Thomas George Collins
• Thomas George Collins