Bradley David Thomas

Current Employers

Employment History

• 07/2006 → 11/2023
  Fsc Securities Corporation
  Bloomfield Hill, MI
• 07/2009 → Present
  Thomas Financial Company Llc
  Bloomfield Hills, MI
• 11/2023 → Present
  Osaic Wealth, Inc.
  Bloomfield Hills, MI

Previous Registrations

• 2010-03-04 → 2023-11-03
  Fsc Securities Corporation
  Bloomfield Hills, MI
  Bloomfield Hills, MI
  Bloomfield Hills, MI
  Trenton, MI

Other Businesses

1. FSC CORPORATE RIA, INVESTMENT RELATED, 33 BLOOMFIELD HILLS PKWY, SUITE 200 BLOOMFIELD HILLS MI. 48304; REGISTERED INVESTMENT ADVISER, START DATE:1999, 50 HRS/MTH., 50 HRS. DURING TRADING HOURS, INVESTMENT ADVISORY SERVICES. SELECTION OF INVESTMENTS, PORTFOLIO STRUTURE, REBALANCING, ETC. 2. RETIREMENT PLANNING & INVESTMENT SERVICES POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/01/2021 ADDRESS: 3133 Van Horn Road, Trenton MI 48183, United States DESCRIPTION: Retirement Planning & Investment Services is the marketing name we use for our Trenton office. I am a partner of this business and we meet with our clients at that office to discuss their financial planning. 3. BT RETIREMENT PLANNING LLC POSITION: Owner NATURE: This is an LLC filing taxes as an S-corp. It has been established to be utilize for tax purposes. It will not be marketed or used to do business INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2021 ADDRESS: 33 Bloomfield Hills Parkway Suite 200, Bloomfield Hills MI 48304, United States DESCRIPTION: No duties 4. THOMAS FINANCIAL COMPANY LLC POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2009 ADDRESS: 33 Bloomfield Hills Pkwy Suite 200 , MI 48304, Bloomfield Hills MI 48304, United States DESCRIPTION: Solicit & Market Life Insurance Products, including but not limited to Life Insurance, Fixed Annuities, and Long-term Care

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-29
• S63 Uniform Securities Agent State Law Examination
  2005-11-23

Designations

Other Names

• Bradley Thomas