Joseph M Thomas

Current Employers

Employment History

• 04/2006 → 01/2022
  Principal Life Insurance Company
  Birmingham, AL
• 07/2010 → 06/2019
  Capstone Financial Group
  Birmingham, AL
• 06/2019 → 01/2021
  Aspis Advisors
  Birmingham, AL
• 03/2016 → Present
  Principal Securities Inc
  Birmingham, AL
• 01/2021 → 04/2023
  Mcdaniels And Thomas Wealth Management Llc
  Fayetteville, GA
• 01/2023 → Present
  Principal Life Insurance Company
  Birmingham, AL
• 04/2023 → Present
  2065 Wealth Management
  Hoover, AL

Other Businesses

**Fixed Insurance; Investment Related; ; Agent; Fixed insurance: DI, Health, Prepaid Legal, Life LTC, Supplemental, Group Benefits; Start Date: 10/01/2015; na hrs per month; during trading hours. **Wombat Services, LLC, Owner/Managing Member of LLC that was set up for personal liability protection for my side computer programing business, 10/6/15. **Author, Wrote and published book on business networking, 04/26/16. **HOOVER CHAMBER OF COMMERCE, Chairman of President Circle Members, 12/01/16. **Leadership Hoover, Chairman of Board, 8/28/17. **University of Alabama Information Engineering & Management, 1075 13th St South, Birmingham, AL 35294, Advisory board member to graduate school program, 09/01/17, Investment Related: N, Hours Per Month: 1. **BONDFIRE RANCH POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 631 Country Rd 16, Clanton AL 35045, United States DESCRIPTION: I will serve on the board to help advise as this Non-profit gets off the ground. **NETWORKING STRATEGIES BIRMINGHAM. LLC POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2022 ADDRESS: 435 Rabbit Point Rd, CROPWELL AL 35054-3061, United States DESCRIPTION: The entity will be a franchisee of Network in Action. We will open and run networking groups in the Birmingham area. **LEADERSHIP HOOVER POSITION: Past Chairman NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: 3500 Blue Lake Dr, Ste 280, Birmingham AL 35243, United States DESCRIPTION: I will serve in an advisor role to the current chairman of the board.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-06
• S63 Uniform Securities Agent State Law Examination
  2006-04-13