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Thomas Arthur Karsten

Cerity Partners LLC

Fort Worth, TX

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-01
  • TX RA
    APPROVED
    Since 2019-04-01

Branch Locations

3526 West Vickery Blvd, Fort Worth, TX 76107 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Karsten Financial Services, Lp Fort Worth TX 01/2000 03/2019
Karsten Advisors Fort Worth TX 12/2011 03/2019
Triad Advisors Inc Norcross GA 05/2012 03/2019
Bd4Ria, Inc. Fort Worth TX 09/2017 12/2023
Cerity Partners Llc Fort Worth TX 04/2019 Present
  • 01/2000 → 03/2019
    Karsten Financial Services, Lp
    Fort Worth, TX
  • 12/2011 → 03/2019
    Karsten Advisors
    Fort Worth, TX
  • 05/2012 → 03/2019
    Triad Advisors Inc
    Norcross, GA
  • 09/2017 → 12/2023
    Bd4Ria, Inc.
    Fort Worth, TX
  • 04/2019 → Present
    Fort Worth, TX
Previous Registrations
  • 2012-01-04 → 2019-04-02
    Karsten Advisors
    Fort Worth, TX
    Fort Worth, TX
  • 2010-05-14 → 2012-05-25
    Commerce Wealth Advisers, Llc
    Forth Worth, TX
  • 1995-06-16 → 2010-05-14
    Avantax Advisory Services
    Burleson, TX
Other Businesses

1) Karsten Real Estate, LP- 3526 West Vickery Blvd, Fort Worth, TX 76107, Owner, Start-01/01/08. 1 hour per month during non-trading, oversees properties controlled by Karsten family. 2) Cougar Pride Investment Company, Inc. 3526 West Vickery Blvd, Fort Worth, TX 76107. Consulting to Karsten Financial. Start-07/01/09. 10 hrs./weekly; 2 hrs. during trading 3) Stabilis Management LLC; investment related; 3526 West Vickery Blvd, Fort Worth, TX 76107; invest in real estate; partner ;1/12/2017;5 hrs./weekly; 2 hrs. during trading; investor 4) 3526 West Vickery Partners, LLC investment related, created for the purchase of 3526 West Vickery property, 1 hour per month during non-trading, managing member, operations, diligence, accounting, and tax form preparation. 5) Stabilis Real Estate Fund 2018-A raising funds for real estate investment in property, investment related, 5 hours weekly, 1 hour during securities trading, managing member

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-01-20
  • S63 Uniform Securities Agent State Law Examination
    1993-01-20
Designations
Other Names
  • Tom Karsten

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