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Thomas James Houle

34 Financial, LLC

Watkinsville, GA

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Current Employers
34 Financial, Llc

2827 Peachtree Rd Suite 620, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-02-24
  • GA RA
    APPROVED
    Since 2025-02-24

Branch Locations

2370 Elder Mill Rd, Watkinsville, GA 30677 • 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
Homrich Berg Atlanta GA 03/2013 01/2025
34 Financial, Llc Atlanta GA 01/2025 Present
  • 03/2013 → 01/2025
    Homrich Berg
    Atlanta, GA
  • 01/2025 → Present
    34 Financial, Llc
    Atlanta, GA
Previous Registrations
  • 2021-11-08 → 2025-01-10
    Hb Wealth
    Atlanta, GA
  • 2016-07-14 → 2021-11-21
    Homrich Berg
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-12
S63 Uniform Securities Agent State Law Examination 1990-09-18
  • S65 Uniform Investment Adviser Law Examination
    2016-07-12
  • S63 Uniform Securities Agent State Law Examination
    1990-09-18

View on SEC IAPD

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Other Offices

STADION MONEY MANAGEMENT, LLC · WATKINSVILLE, GA
LPL FINANCIAL LLC · WATKINSVILLE, GA
SYNOVUS SECURITIES, INC. · WATKINSVILLE, GA
EDWARD JONES · WATKINSVILLE, GA
OGLESBY WEALTH STRATEGIES, LLC · WATKINSVILLE, GA
ELEVATE WEALTH ADVISORY, INC. · ATHENS, GA
RAYMOND JAMES & ASSOCIATES, INC. · Athens, GA
SOUND INCOME STRATEGIES, LLC · Watkinsville, GA

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