Marvin Lee Thomson

Current Employers

Employment History

• 08/2004 → 02/2018
  Invest Financial Corp.
  Tampa, FL
• 08/2004 → 02/2020
  Two Rivers Bank
  Burlington, IA
• 02/2018 → 02/2020
  Lpl Financial Llc
  Mediapolis, IA
• 02/2021 → Present
  Integrity Alliance, Llc
  Burlington, IA
• 01/2011 → Present
  Self Employed
  Burlington, IA

Previous Registrations

• 2018-02-14 → 2020-03-19
  Lpl Financial Llc
  Mt. Pleasant, IA
  Burlington, IA
  West Burlington, IA
  Coralville, IA
  Des Moines, IA
  Ankeny, IA
  Mediapolis, IA
  Burlington, IA
  Iowa City, IA
  Mt. Pleasant, IA
  Burlington, IA
  Iowa City, IA
  Mediapolis, IA
  Coralville, IA
  Keokuk, IA
• 2004-12-07 → 2018-02-20
  Invest Financial Corporation
  Coralville, IA
  Iowa City, IA
  Brlington, IA
  Burlington, IA
  Burlington, IA
  Burlington, IA
  Iowa City, IA
  Coralville, IA
  Mt. Pleasant, IA
  West Des Moines, IA
  Ankeny, IA
  Mediapolis, IA
  West Burlington, IA
  Coralville, IA
  Appleton, WI

Other Businesses

1) Thomson Farms LLC; Not securities related; 8697 145th Street, Burlington, IA 52601; Family Farm; Member/Manager; 01/01/2011; 10 hours per month, 0 during security hours; Raise crops and cattle for sale. 2) GREAT RIVER INVESTMENTS & TAX SERVICES, LLC POSITION: Owner NATURE: Business focuses primarily on investment management and financial planning. Registered Representative, Marvin Thomson has recently earned his enrolled agent IRS designation and the firm has future plans to add tax prep services to the firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 12/10/2020 ADDRESS: 2723 Mt Pleasant Street, Ste B, Burlington IA 52601, United States DESCRIPTION: Meet with individual clients to review accounts and financial plans. Manage monies through a mixture of commission based/Fee based planning services. 3) GREAT RIVER INVESTMENTS & TAX SERVICES, LLC POSITION: Owner NATURE: Submitting a secondary OBA for tax preparation services that will potentially become part of the business model of the business. Tax preparation services would be for individual tax payers and no corporate clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 12/10/2020 ADDRESS: 2723 Mt Pleasant Street, Ste B, Burlington IA 52601, United States DESCRIPTION: Great River Investments & Tax Services is an investment management firm working with clients on financial planning and money management. Services are performed on a fee based or commission basis.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-23
• S63 Uniform Securities Agent State Law Examination
  1995-09-21

Designations