Erin Elaine Thomas

Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1995 → 05/2018
  Spring Creek Academy
  Plano, TX
• 05/2018 → 08/2024
  Cmc Strategies
  Plano, TX
• 05/2020 → 07/2021
  Us Realty Co
  Dallas, TX
• 07/2021 → 07/2022
  Tiago Title
  Plano, TX
• 08/2022 → Present
  Prospera Financial Services
  Dallas, TX

Other Businesses

Shipt and Instacart delivery of groceries part time. This business is not investment related spending 1-9% of her weekly time none during market hours. Compensation represents 1-9% of her annual income.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-14