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Shay Suzanne Thomson

Edward Jones

Gaithersburg, MD

Bethesda, MD

CRD 6598278

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-09
MD RA APPROVED 2016-05-13
  • TX RA
    APPROVED
    Since 2025-05-09
  • MD RA
    APPROVED
    Since 2016-05-13

Branch Locations

Gaithersburg, MD • United States

6903 Rockledge Dr Suite 770, Bethesda, MD 20817-7011 • 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
Edward Jones Saint Louis MO 01/2016 Present
Other Businesses

McDonogh LLC Type of business: Real estate investment York, PA Start date: 12/1/2005 Managing partner Hours per week: 0 Hours during trading: 0 Periodic consultation re: significant transactions with the portfolio (buy/sell/re-finance properties) with 2-3x/yr status calls/meetings which typically take place during evening hours. The Bond Development Group Type of business: Real estate investment York, PA Start date: 2/28/2014 LPT Hours per week: 0 Hours during trading: 0 Uprise Investments, LLC Type of business: Real estate investment properties York, PA Start date: 12/31/2017 LPT Hours per week: 0 Hours during trading: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-21
  • S66 Uniform Combined State Law Examination
    2016-03-21
Designations
  • Certified Financial Planner
Other Names
  • Shay Suzanne Thomas
  • Shay Suzanne Vanderbush

View on SEC IAPD

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