Kimberly Beth Thomas

108 N. Main Street Suite 202, Doylestown, PA 18901 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-09-26

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Creative Wealth Management, Llc	Ocean Pines	MD	03/2023	12/2023
Sei Private Trust Company	Oaks	PA	03/2021	11/2021
The American College Of Financial Services	King Of Prussia	PA	06/2015	02/2017
Soma	Collegeville	PA	05/2017	02/2018
Thrive Capital Management, Llc	Fort Washington	PA	06/2024	09/2025
Creative Wealth Management, Llc	Ocean Pines	MD	12/2023	03/2024
Sei Privat Trust Company	Oaks	PA	11/2021	04/2022
Sei Private Trust Company	Oaks	PA	04/2022	03/2023
The American College Of Financial Services	King Of Prussia	PA	02/2017	10/2018
The American College Of Financial Services	King Of Prussia	PA	10/2018	12/2020
Soma	Collegeville	PA	02/2018	11/2018
Muntz Financial	Doylestown	PA	09/2025	Present

03/2023 → 12/2023

Creative Wealth Management, Llc

Ocean Pines, MD
03/2021 → 11/2021

Sei Private Trust Company

Oaks, PA
06/2015 → 02/2017

The American College Of Financial Services

King Of Prussia, PA
05/2017 → 02/2018

Soma

Collegeville, PA
06/2024 → 09/2025

Thrive Capital Management, Llc

Fort Washington, PA
12/2023 → 03/2024

Creative Wealth Management, Llc

Ocean Pines, MD
11/2021 → 04/2022

Sei Privat Trust Company

Oaks, PA
04/2022 → 03/2023

Sei Private Trust Company

Oaks, PA
02/2017 → 10/2018

The American College Of Financial Services

King Of Prussia, PA
10/2018 → 12/2020

The American College Of Financial Services

King Of Prussia, PA
02/2018 → 11/2018

Soma

Collegeville, PA
09/2025 → Present

Muntz Financial

Doylestown, PA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-12

Other Firms