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Codie Jamison Thomas

Abaco Retirement Advisors LLC

Stuart, FL

CRD 5727239

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Employer firm

Abaco Retirement Advisors LLC CRD 339297

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Abaco Retirement Advisors Llc

Stuart, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-05
  • FL RA
    APPROVED
    Since 2026-05-05

Branch Locations

Stuart, FL • 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
Gwn Securities Inc. Palm Beach Garden FL 08/2014 10/2020
Vista Management Company Stuart FL 11/2020 04/2022
Advus Financial Partners, Llc Winter Park FL 04/2022 Present
  • 08/2014 → 10/2020
    Gwn Securities Inc.
    Palm Beach Garden, FL
  • 11/2020 → 04/2022
    Vista Management Company
    Stuart, FL
  • 04/2022 → Present
    Advus Financial Partners, Llc
    Winter Park, FL
Previous Registrations
  • 2022-05-23 → 2025-07-09
    Advus Financial Partners, Llc
    Winter Park, FL
  • 2021-06-30 → 2022-05-23
    Vista Management Company
    Stuart, FL
    Stuart, FL
    Tallahasse, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-05
S63 Uniform Securities Agent State Law Examination 2010-11-17
  • S65 Uniform Investment Adviser Law Examination
    2021-02-05
  • S63 Uniform Securities Agent State Law Examination
    2010-11-17

View on SEC IAPD

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