Thomas Vincent Bonvissuto

Current Employers

Intero Financial Planning, Llc

Parkton, MD • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-07-06
PA	RA	APPROVED	2019-09-06
MD	RA	APPROVED	2019-08-30

CA RA
APPROVED

Since 2021-07-06
PA RA
APPROVED

Since 2019-09-06
MD RA
APPROVED

Since 2019-08-30

Branch Locations

Parkton, MD • 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

Organization	City	State	From	To
The Financial Consulate Inc.	Hunt Valley	MD	09/2013	01/2019
Intero Financial Planning, Llc	Parkton	MD	05/2019	Present
Uber Technologies Inc	Parkton	MD	01/2019	11/2021
Lyft Inc	Parkton	MD	03/2019	11/2021

09/2013 → 01/2019

The Financial Consulate Inc.

Hunt Valley, MD
05/2019 → Present

Intero Financial Planning, Llc

Parkton, MD
01/2019 → 11/2021

Uber Technologies Inc

Parkton, MD
03/2019 → 11/2021

Lyft Inc

Parkton, MD

Previous Registrations

2013-10-14 → 2019-01-16

Financial Consulate

Hunt Valley, MD
1996-03-26 → 2014-01-10

Wilmington Trust Investment Advisors, Inc.

Baltimore, MD

Other Businesses

Mr. Bonvissuto has been serving as a trustee for Sheppard Pratt Investment Inc. since June 2016. He spends one hour per month, outside of US trading hours, reviewing investments related to the organization with other trustees and investment consultants. As a trustee, Mr. Bonvissuto acts in an independent capacity from our advisory business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-08-22

S65 Uniform Investment Adviser Law Examination

1995-08-22

Designations

Other Names

Tom Bonvissuto
Thomas Bonvissuto

View on SEC IAPD