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Inactive

William Dale Thomas

Oneseven

Beachwood, OH

Akron, OH

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Current Employers
Oneseven

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-07
TX RA APPROVED 2025-07-04
  • OH RA
    APPROVED
    Since 2025-07-07
  • TX RA
    APPROVED
    Since 2025-07-04

Branch Locations

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

3680 Embassy Pkwy Ste A, Akron, OH 44333 • 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
Raymond James Financial Services Akron OH 01/2015 07/2025
Raymond James Financial Services Advisors Inc., Akron OH 01/2015 07/2025
Wt Investment Group Llc Akron OH 06/2013 12/2021
The Wealth Advisory Group Of Dilauro, Wracher & Thomas Llc Akron OH 01/2024 02/2025
William D Thomas Llc Akron OH 01/2015 Present
One Seven Dba Dwt Wealth Beachwood OH 07/2025 Present
Dwt Wealth Partners Llc Akron OH 07/2025 Present
Purshe Kaplan Sterling Akron OH 07/2025 Present
Simplicity Group Akron OH 07/2025 Present
Dwt Wealth Llc Akron OH 02/2025 07/2025
The Wealth Advisory Group Of Dilauro, Wracher & Thomas Llc Akron OH 01/2015 12/2023
  • 01/2015 → 07/2025
    Raymond James Financial Services
    Akron, OH
  • 01/2015 → 07/2025
    Akron, OH
  • 06/2013 → 12/2021
    Wt Investment Group Llc
    Akron, OH
  • 01/2024 → 02/2025
    The Wealth Advisory Group Of Dilauro, Wracher & Thomas Llc
    Akron, OH
  • 01/2015 → Present
    William D Thomas Llc
    Akron, OH
  • 07/2025 → Present
    One Seven Dba Dwt Wealth
    Beachwood, OH
  • 07/2025 → Present
    Dwt Wealth Partners Llc
    Akron, OH
  • 07/2025 → Present
    Purshe Kaplan Sterling
    Akron, OH
  • 07/2025 → Present
    Simplicity Group
    Akron, OH
  • 02/2025 → 07/2025
    Dwt Wealth Llc
    Akron, OH
  • 01/2015 → 12/2023
    The Wealth Advisory Group Of Dilauro, Wracher & Thomas Llc
    Akron, OH
Previous Registrations
Other Businesses

(1) Name of Business: DWT Wealth Partners LLC Address: 3680 Embassy Pkwy Ste A, Akron, OH, 44333, United States Activity Type: Support Company - Owner Position/Title: Financial Advisor/ Other Investment Related: Yes Start Date: 07/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: support company

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-11-16
S63 Uniform Securities Agent State Law Examination 1992-06-16
  • S65 Uniform Investment Adviser Law Examination
    1992-11-16
  • S63 Uniform Securities Agent State Law Examination
    1992-06-16
Other Names
  • Bill Thomas
  • William D Thomas

View on SEC IAPD

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