Chase Richard Thomas

Current Employers

Employment History

• 07/2015 → 03/2018
  Wilkinson Financial Llc
  Spring, TX
• 03/2018 → Present
  Alpha Wealth Funds, Llc
  Park City, UT

Previous Registrations

• 2015-07-28 → 2018-03-23
  Wilkinson Financial Llc
  Lehi, UT
  South Jordan, UT
• 2014-04-03 → 2015-07-31
  Strategic Advisers Llc
  Salt Lake City, UT

Other Businesses

Alpha Wealth Foundation- Board of Directors investment-related; Yes address; 1887 Gold Dust LN 203A, Park City UT 84060 nature; The Foundation is a 501c 3 a private foundation set up to invest donations and then donate to other non-profits of our clients and our own choosing. relationship; Alpha Wealth Funds donates to the foundation. start date; September 2022 hours/month you devote to the other business; One hour hours during securities trading hours; Zero duties: Review incoming and outgoing donations as well as oversee the foundations cash and investments. House Thomas Properties, LLC- Owner investment-related; Yes address; 7670 Pinebrook Rd, Park City UT 84098 nature; House Thomas Properties manages a rental property. relationship; None start date; December 2020 hours/month you devote to the other business; One hour hours during securities trading hours; Zero duties; Communication with the property manager and oversite of the finances. Get Out There Rentals, LLC- Owner investment-related; No address; 7670 Pinebrook Rd, Park City UT 84098 nature; Manages the rental of an RV. relationship; None start date; December 2020 hours/month you devote to the other business; One hour hours during securities trading hours; Zero duties; Communication with the renters and oversite of the finances. H.T. Financial, INC- Owner investment-related; No address; 7670 Pinebrook Rd, Park City UT 84098 nature; Tax filing and accounting firm. relationship; None start date; December 2020 hours/month you devote to the other business; One hour hours during securities trading hours; Zero duties; Communication with the Accountant and oversite of the finances. House Thomas Creations, LLC- Owner investment-related; No address; 7670 Pinebrook Rd, Park City UT 84098 nature; Laser cutting and engraving of wood and acrylic. relationship; None start date; October 2024 hours/month you devote to the other business; One hour hours during securities trading hours; Zero duties; Communication with the laser tech and oversite of the finances. House Thomas Group, LLC- Owner investment-related; Yes address; 7670 Pinebrook Rd, Park City UT 84098 nature; Multi family office relationships; None right now but the goal is for this company to own all of the other business. start date; December 2024 hours/month you devote to the other business; One hour hours during securities trading hours; Zero duties; No current functions, once established I will be in charge of communication with the directors of each underlying business and oversite of the finances. EverGuard Estate Planning, LLC- Owner investment-related; No address; 7670 Pinebrook Rd, Park City UT 84098 nature s; Estate planning company relationship; None start date; December 2024 hours/month you devote to the other business; One hour hours during securities trading hours; Zero duties; Communication with the estate attorney and oversite of the finances. Beach Boy Rentals, LLC- Owner investment-related; Yes address; 3100 Columbus Circle, Charlotte, NC 28208 nature; managing rental properties relationship; None start date; May 2025 hours/month you devote to the other business; One hour hours during securities trading hours; Zero duties; Communication with the property manager and oversite of the finances. Lon & Bev Thomas Family, LP- Limited Partner investment-related; No nature; family-owned limited partnership relationship; None start date; August 2004 hours/month you devote to the other business; One hour hours during securities trading hours; Zero duties; passive partnership

Exams

• S66 Uniform Combined State Law Examination
  2014-03-23
• S63 Uniform Securities Agent State Law Examination
  2012-09-10

Designations