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Inactive

Jonathan Robert Thomason

Agile Wealth Partners

Northville, MI

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Current Employers
Agile Wealth Partners

114 Rayson St. Suite #2C, Northville, MI 48167 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APP_PEND_IARCE 2026-01-01
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

114 Rayson St. Suite #2C, Northville, MI 48167 • 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
Scottrade Ann Arbor MI 12/2013 02/2018
Td Ameritrade, Inc. Ann Arbor MI 02/2018 10/2020
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 10/2020
Agile Wealth, Llc Dba Agile Wealth Partners Northville MI 10/2020 Present
Scottrade Ann Arbor ME 12/2013 02/2018
Agile Wealth, Llc Dba Agile Wealth Partners Northville MI 07/2021 Present
  • 12/2013 → 02/2018
    Scottrade
    Ann Arbor, MI
  • 02/2018 → 10/2020
    Td Ameritrade, Inc.
    Ann Arbor, MI
  • 02/2018 → 10/2020
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 10/2020 → Present
    Agile Wealth, Llc Dba Agile Wealth Partners
    Northville, MI
  • 12/2013 → 02/2018
    Scottrade
    Ann Arbor, ME
  • 07/2021 → Present
    Agile Wealth, Llc Dba Agile Wealth Partners
    Northville, MI
Previous Registrations
  • 2018-02-27 → 2020-10-21
    Td Ameritrade, Inc.
    Ann Arbor, MI
  • 2018-02-26 → 2020-10-21
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Ann Arbor, MI
  • 2017-05-19 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2013-08-20 → 2013-10-18
    Edward Jones
    St Louis, MO
    Dearborn, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-19
  • S66 Uniform Combined State Law Examination
    2017-05-19
Other Names
  • Jon Robert Thomason

View on SEC IAPD

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