Weldon Brent Thomas

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2012 → 08/2019
  Ameriprise Financial Services, Inc.
  Austin, TX
• 08/2019 → Present
  Raymond James Financial Services, Inc
  Austin, TX
• 08/2019 → Present
  Ciani Thomas Financial
  Austin, TX

Previous Registrations

• 2012-06-15 → 2019-08-13
  Ameriprise Financial Services, Llc
  Austin, TX

Other Businesses

Name of Business: Ciani Thomas Financial Address: Austin, TX Activity Type: Support Company - Owner Position/Title: Financial Advisor Investment Related: No Start Date: 08/01/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor to Raymond James Clients

Exams

• S66 Uniform Combined State Law Examination
  2012-06-01

Other Names

• Brent Thomas