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2340 Moore St, San Diego, CA 92110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Thomas, Cpa, Esq. | San Diego | CA | 01/2021 | Present |
| Gradient Capital Advisors, Llc | San Diego | CA | 11/2020 | 08/2021 |
| David Thomas Sole Proprietor | San Diego | CA | 08/2016 | 12/2020 |
Business Name: David Thomas, CPA, ESQ. -- Position: Owner -- Start Date: 10/2016 -- Hrs./Month:120+ -- Trading Hrs./Month: 90+ -- I run a small tax and estate planning practice. I have a few employees; we don't sell products nor currently engage in any investment advisory work.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-29 |
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