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Terry Wayne Thomason

Replica Wealth Advisors Inc

Colorado Springs, CO

CRD 5833042

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Employer firm

Replica Wealth Advisors Inc CRD 304902

$2.25M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Replica Wealth Advisors Inc

1175 Kelly Johnson Blvd Suite 100, Colorado Springs, CO 80920 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-12-11
CO RA APPROVED 2019-09-26
  • TX RA
    APPROVED_RES
    Since 2019-12-11
  • CO RA
    APPROVED
    Since 2019-09-26

Branch Locations

1155 Kelly Johnson Blvd Suite 111, Colorado Springs, CO 80920 • 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
T Thomason Sole-Proprietor Dba Mountain Range Insurance Advisors Colorado Springs CO 01/2008 Present
Gradient Advisors, Llc Arden Hills MN 08/2014 09/2019
Mountain Range Financial Advisors Colorado Springs CO 08/2014 07/2019
Replica Wealth Advisors Inc Colorado Springs CO 07/2019 Present
  • 01/2008 → Present
    T Thomason Sole-Proprietor Dba Mountain Range Insurance Advisors
    Colorado Springs, CO
  • 08/2014 → 09/2019
    Arden Hills, MN
  • 08/2014 → 07/2019
    Mountain Range Financial Advisors
    Colorado Springs, CO
  • 07/2019 → Present
    Colorado Springs, CO
Previous Registrations
Other Businesses

T. Thomason Sole-Proprietor DBA Mountain Range Insurance Advisors; Investment Related; 1155 Kelly Johnson Blvd, Ste 111, Colorado Springs, CO 80920; Insurance Products and Services; Insurance Agent; Start date 01/2008; 60hrs/60hrs; Life Insurance, Medicare, Long-term Care and Annuity sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-11
  • S65 Uniform Investment Adviser Law Examination
    2014-07-11

View on SEC IAPD

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