Mary Tinna Thomas-Spruill

Employer firm

Serene Financial Solutions CRD 307284

$7.80M regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• FINANCIAL CONSULTING - HOURLY SERVICE

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

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

Current Employers

Employment History

• 05/2016 → 12/2018
  Nbhc Sasebo
  Sasebo
• 11/2017 → 12/2018
  Navy Marine Corps Relief Society Nmcrs Sasebo
  Sasebo
• 04/2019 → 02/2020
  The Mckelvey Group
  Gaithersburg, MD
• 03/2019 → 04/2021
  Frederick National Laboratory For Cancer Research
  Frederick, MD
• 01/2020 → Present
  Serene Financial Solutions
  Gaithersburg, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-22

Designations

• Chartered Financial Consultant

Other Names

• Mary Tinna Thomas
• Mary Tinna Spruill
• Mary Tinna Thomas-Spruill