Thomas Byrnes Ouimette

Current Employers

Employment History

• 10/2014 → Present
  Lpl Financial Llc
  Beaverton, OR
• 05/2017 → Present
  Cross Financial Advisory, Llc
  Portland, OR

Previous Registrations

• 2009-06-01 → 2014-11-10
  Morgan Stanley
  Portland, OR
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Portland, OR
• 2004-08-17 → 2007-04-02
  Morgan Stanley Dw Inc.
  Portland, OR
  Portland, OR
  Portland, OR

Other Businesses

(1) 10/31/2014: CROSS FINANCIAL MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 16100 NW CORNELL RD, STE 240, BEAVERTON, OR 97006 (2) 02/18/2015: TOM OUIMETTE INVESTMENTS, LLC - INV REL - 615 SE SHEGA CT, HILLSBORO, OR 97123 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/01/2015 - NO TIME SPENT (3) 07/18/2017-Cross Financial Advisors, LLC-investment related- At reported business location(s)- Registered Investment Advisor Hybrid-start 07/15/2017-Hours per month 80/hours during trading 65-I provide investment advisory services through Cross Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in July 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 12/10/2020 - Cross Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-07
• S63 Uniform Securities Agent State Law Examination
  1990-01-09

Other Names

• Thomas Byrnes Ouimette
• Thomas Ouimette
• Thomas B Ouimette
• Thomas Bynes Ouimette