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Resa Ann Thomas

Collaborative Portfolio Management

Overland Park, KS

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Current Employers
Collaborative Portfolio Management

10985 Cody Street Suite 140, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-11-19
KS RA APPROVED 2025-10-29
  • MO RA
    APPROVED
    Since 2025-11-19
  • KS RA
    APPROVED
    Since 2025-10-29

Branch Locations

10985 Cody Street Suite 140, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Portfolio Management Topeka KS 10/2010 12/2024
Collaborative Portfolio Management Overland Park KS 01/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-20
  • S65 Uniform Investment Adviser Law Examination
    2025-10-20

View on SEC IAPD

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