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Tigard, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-02 |
| OR | RA | APPROVED | 2021-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holding Securities, Inc. | Portland | OR | 03/2012 | 10/2019 |
| Ameriprise Financial Services, Inc | Portland | OR | 11/2019 | 03/2021 |
| Clarity Capital Management Llc | Tigard | OR | 03/2021 | Present |
Mr. Thomas is licensed as an insurance agent in the state of Oregon. However, Mr. Thomas does not sell insurance products nor is he affiliated with any insurance company or agency.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-25 |
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