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Daniel Charles Thomas

Thomas Investment Advisors LLC

Orange, CA

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Current Employers
Thomas Investment Advisors Llc

1421 N. Wanda Road Suite 140, Orange, CA 92867 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-27
  • CA RA
    APPROVED
    Since 2025-03-27

Branch Locations

1421 N. Wanda Road Suite 140, Orange, CA 92867 • 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
Thomas Investment Advisors Llc Newport Beach CA 02/2025 Present
Thomas & Thomas Newport Beach CA 01/1987 Present
Other Businesses

1) Thomas & Thomas; Not investment-related; 3991 MacArthur Boulevard, Suite 240, Newport Beach, CA 92660; Certified Public Accounting Firm; Partner; 01/01/1987; 160 hours per month; 100 during trading hours; Managing a CPA practice, providing tax consulting and tax preparation for business entities, trusts and individuals 2) The Group Insurance Trust - California Society of CPAs; Not investment-related; 1800 Gateway Drive, Suite 130, San Mateo, CA 94404; Health insurance trust offering health insurance to eligible members of the California Society of CPAs; Trustee; 01/01/2009; 5 hours per month; 0 during trading hours; Serve as a member of the Board of Trustees

Designations

View on SEC IAPD

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