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Brian Wallace Thomson

Affinity Wealth Management LLC

Wilmington, DE

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Current Employers
Affinity Wealth Management Llc

2751 Centerville Road Suite 110, Wilmington, DE 19808 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2020-06-19
  • DE RA
    APPROVED
    Since 2020-06-19

Branch Locations

2751 Centerville Road Suite 110, Wilmington, DE 19808 • 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
Minnesota Life Insurance Company St Paul MN 06/2019 08/2019
Securian Financial Services Inc St Paul MN 06/2019 08/2019
Diamond State Financial Group Newark DE 06/2019 08/2019
Food Lion Harrington DE 06/2015 08/2019
Delaware State University Dover DE 08/2015 05/2019
Lake Forest School District Felton DE 11/2017 02/2018
Affinity Wealth Management Llc Wilmington DE 08/2019 Present
  • 06/2019 → 08/2019
    Minnesota Life Insurance Company
    St Paul, MN
  • 06/2019 → 08/2019
    Securian Financial Services Inc
    St Paul, MN
  • 06/2019 → 08/2019
    Diamond State Financial Group
    Newark, DE
  • 06/2015 → 08/2019
    Food Lion
    Harrington, DE
  • 08/2015 → 05/2019
    Delaware State University
    Dover, DE
  • 11/2017 → 02/2018
    Lake Forest School District
    Felton, DE
  • 08/2019 → Present
    Affinity Wealth Management Llc
    Wilmington, DE
Other Businesses

1) Nannas, Haines & Schiavo, P.A.; Not investment-related; 2751 Centerville Road, Suite 120, Wilmington, DE. 19808; Tax Preparation; Tax Preparer; 3/1/2025; 8 hours per month; Prepare tax returns

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-19
  • S65 Uniform Investment Adviser Law Examination
    2020-06-19
Designations
Other Names
  • Brian Wallace Thomson

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

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