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Micah Reshawn Thomas

Symphony Financial, Ltd. Co.

Houston, TX

CRD 6981796

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Employer firm

Symphony Financial, Ltd. Co. CRD 171816

$1.35B regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • MULTI FAMILY OFFICE SERVICES

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

Current Employers
Symphony Financial, Ltd. Co.

4295 San Felipe Suite 300, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-12
  • TX RA
    APPROVED_RES
    Since 2025-08-12

Branch Locations

4295 San Felipe Suite 300, Houston, TX 77027 • 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
Southeastern Louisiana University Hammond LA 08/2016 12/2017
Selu Physical Plant Hammond LA 05/2017 08/2017
New York Life Insurance Company Houston TX 07/2018 Present
Nylife Securities Llc Houston TX 11/2018 Present
Unemployed Houston TX 01/2018 06/2018
Symphony Financial, Ltd. Co. Houston TX 08/2025 Present
  • 08/2016 → 12/2017
    Southeastern Louisiana University
    Hammond, LA
  • 05/2017 → 08/2017
    Selu Physical Plant
    Hammond, LA
  • 07/2018 → Present
    New York Life Insurance Company
    Houston, TX
  • 11/2018 → Present
    Nylife Securities Llc
    Houston, TX
  • 01/2018 → 06/2018
    Unemployed
    Houston, TX
  • 08/2025 → Present
    Houston, TX

View on SEC IAPD

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