Thomas Edward Wells

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 04/1998 → 04/2017
  At&T
  Bridgeton, MO
• 10/2009 → 08/2023
  Primerica Financial Services
  Saint Charles, MO
• 05/2012 → 08/2023
  Pfs Investments Inc
  Saint Charles, MO
• 10/2017 → 05/2023
  Adb Companies
  Union, MO
• 11/2021 → 12/2021
  Ups
  Earth City, MO
• 08/2023 → 09/2025
  C2P Capital Advisory Group Dba Prosperity Capital Advisors
  Westlake, OH
• 08/2023 → 09/2025
  The Chamberlin Group (D.b.a. For Advisory Business)
  St. Louis, MO
• 10/2025 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2023-08-11 → 2025-09-15
  Prosperity Capital Advisors
  Westlake, OH
  St. Louis, MO
• 2022-07-25 → 2023-08-14
  Pfs Investments Inc.
  Mount Laurel, NJ
  Saint Charles, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-05-15
• S65 Uniform Investment Adviser Law Examination
  2022-07-20

Other Names

• Thomas Edward Wells
• Thomas Edward Wells