Thomas Avery Skelley

Current Employers

Employment History

• 07/2000 → 02/2018
  Millers Insurance Agency
  Downingtown, PA
• 01/2014 → 07/2021
  Lpl Financial Llc
  Downingtown, PA
• 02/2018 → 07/2021
  Wealthcare Advisory Partners Llc
  Downingtown, PA
• 07/2021 → Present
  Cwm, Llc
  Omaha, NE
• 07/2021 → 05/2025
  Carson Wealth
  Downingtown, PA
• 05/2025 → Present
  Trillium Wealth
  Downingtown, PA

Previous Registrations

• 2021-07-09 → 2026-05-01
  Cwm, Llc
  Downingtown, PA
  Omaha, NE
• 2018-02-09 → 2021-07-13
  Wealthcare Advisory Partners Llc
  Horsham, PA
  Downingtown, PA
  West Chester, PA
  Downington, PA
• 2014-01-22 → 2018-07-16
  Lpl Financial Llc
  Exton, PA
• 2013-10-16 → 2014-01-16
  Woodbury Financial Services, Inc.
  Downington, PA

Other Businesses

NAME OF BUSINESS: NSS properties LLC, Investment Related: yes, Start Date: 07/20/2015, Real Estate Rental properties at 255-257 West Uwchlan Ave, Downingtown, PA 19335, Apx 1 Hr/Mo; 0 Hours During Securities Trading NAME OF BUSINESS: Norwood Road LLC, Investment Related: no, Address: 255 West Uwchlan Ave, Downingtown, PA 19335, Nature: Real Estate Entity, Start Date: 11/2019 Title/Position: member, apx 1% of time, 0 Hours During Securities Trading NAME OF BUSINESS: 297 Uwclan LLC, Investment Related: yes, Address: 255 West Uwchlan Ave, Downingtown, PA 19335, Nature: payroll entity, Start Date: May 2020, Position/Title: sole member/owner, apx 90% of time, 0 Hours During Securities Trading NAME OF BUSINESS: Tom Skelley Rental Property, Investment Related: No, Nature: rental property, Start Date: May 2019, Position/Title: landlord, apx 1% of time, 0 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-07
• S63 Uniform Securities Agent State Law Examination
  2012-09-05