Thomas Burgess Hamlin

Current Employers

Employment History

• 12/1997 → Present
  Insurance - Non Variable
  Portland, OR
• 12/2008 → Present
  Somerset Consulting Services
  Lake Oswego, OR
• 11/2008 → Present
  Somerset Holdings Group, Llc
  Portland, OR
• 08/2009 → Present
  Somerset Wealth Strategies
  Portland, OR
• 10/2011 → Present
  Shepton Mallet Llc
  Portland, OR
• 02/2013 → Present
  Somerset Securities, Inc.
  Portland, OR
• 03/2014 → Present
  Somerset Wealth Management, Llc
  Portland, OR

Previous Registrations

• 2009-01-02 → 2012-11-09
  Raymond James Financial Services Advisors, Inc
  Portland, OR
• 1998-01-09 → 2009-01-02
  Raymond James Financial Services, Inc.
  Portland, OR

Other Businesses

1) SOMERSET HOLDINGS GROUP, LLC "SHG" - PORTLAND, OR. HOLDING COMPANY FOR ALL SOMERSET RELATED COMPANIES. FOUNDED JULY-1997 AS HAMLIN FINANCIAL AND INSURANCE SERVICES, LLC, IT WAS NON-Securities, owns SOMERSET WEALTH MANAGEMENT, LLC, SOMERSET WEALTH STRATEGIES, LLC AND SOMERSET SECURITIES, INC. 70/80 HOURS PER WEEK, ALL IN AMONG ALL SOMERSET ENTITIES HELD INSIDE OF SOMERSET HOLDINGS GROUP, LLC. 2) SOMERSET WEALTH STRATEGIES, LLC - PORTLAND, OR, NOT-INVESTMENT RELATED; FOUNDER/OWNER/CEO, SINCE 10/01/06. FIRM SELLS/MARKETS FIXED ANNUITIES, LIFE INSURANCE AND OTHER FIXED, NON-SECURITIES INVESTMENTS, subsidiary of SOMERSET HOLDINGS, GROUP, LLC. 3 HR/YR. AS OF 2024 SOMERSET WEALTH STRATEGIES IS AN INSURANCE AGENCY. 3) SOMERSET CONSULTING SERVICES DBA UNDER HAMLIN FINANCIAL NOW UNDER SOMERSET HOLDING GROUP, LLC - LAKE OSWEGO, OR. INVESTMENT RELATED, SINCE 12/01/08, CONSULTANT, CONSULTS FOR INSURANCE COMPANIES, AGENTS, ADVISORS AND INSURANCE AND ANNUITY RELATED WEBSITES, 5 HRS/MTH. 4) SHEPTON MALLET LLC - PORTLAND, OR. NON-INVESTMENT RELATED; OWNER, HOLDING COMPANY FOR SMAS OWNED BY THOMAS HAMLIN, SINCE 10/5/11. NO INTENTION TO RESELL THE SMAS. 3 HRS/YR. 5) CARPE MOMENTUM, LLC, 4600 S KELLY AVE, PORTLAND, OR 97239, SINCE 8/28/12, NOT INVESTMENT RELATED, OWNER, THIS LLC IS CURRENTLY INACTIVE. 6) NULLI SECUNDAS, LLC, INVESTMENT RELATED, OWNER, ENTITY THAT GOES IN THE COURT ORDER AS NOMINAL OWNER WITH FURTHER ASSIGNMENT TO BENEFICIAL OWNER (BONAFIDE OWNER) FOR PURCHASE OF SECONDARY MARKET ANNUITY PAYMENT RIGHTS (AKA FACTORED STRUCTURED SETTLEMENTS AND LOTTERY WINNINGS). WHOLLY OWNED BY SOMERSET HOLDINGS GROUP, LLC F/K/A HAMLIN FINANCIAL & INSURANCE SERVICES, LLC, ESTABLISHED IN 08/2012. FIRST COURT ORDER ENTRY IN 11/2012, FIRST REASSIGNMENT IN 02/2013 1-2 HRS/YR, 0 TRADING HOURS. NO NEW ASSIGNMENTS ARE CURRENTLY GOING INTO NULLI. 7) PIED PIPER RANCH, LLC; THE LLC OF PIED PIPER RANCH, CAMBRIA, NOT INVESTMENT RELATED, OWNER OF VACATION PROPERTY THAT IS RENTED ON A SHORT-TERM BASIS, AND SMALL WEDDINGS (AIRBNB, VRBO/HOMEAWAY/THE KNOTT). START 06/2020, 3 HR/MO. 8) THOMAS B. HAMLIN - MAY PROVIDE BASIC FINANCIAL, WEBSITE, MARKETING AND RELATED SUPPORT TO STRUCTURED SETTLEMENT PAYMENT FACTORING/ORIGINATION COMPANIES AND ANNUITY NEWS AND MARKETING COMPANIES IN EXCHANGE FOR MOST FAVORED NATION STATUS AS A SERVICE PROVIDER. 3 HRS/YR. 9) SOMERSET WEALTH MANAGEMENT, LLC (170213) - located in Portland OR, start-date - 05/2014. position - CEO/FOUNDER, investments related, this is an investment advisor fee based management company, 10 hours per month all in trading hours. 10) JAGUAR PROPERITIES, A REGISTERED MEXICAN CORPORATION, FOR REAL ESTATE DEVELOPMENT, OWNERSHIP AND SHORT-TERM PROPERTY RENTALS. OPERATING EXCLUSIVELY IN TULUM, QUINTANA ROO, RIVIERA MAYA. 11) THOMAS HAMLIN IS THE SOLE OWNER, AND LEASOR OF THE BUILDING THAT HOUSES THE SOMERSET ADMIN TEAM, CERTAIN ADVISORS. SOMERSET WEALTH STRATEGIES, LLC IS THE LESSEE, LOCATED AT 4600 S. KELLY AVE., PORTLAND, OR 97239, not investment-related. 3 hrs./year during trading hours. 12) Somerset Charitable, a non-501c3 group that makes donations to other multiple worthy charities throughout the year in an effort to give back and make the world a better place, not investment-related, location - Portland, OR, position - CEO, compensation - none, duties - make decisions about financial grants to charities. 2 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-28
• S63 Uniform Securities Agent State Law Examination
  1992-02-07