Clayton Jeffery Thomas

Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2003 → 08/2021
  Compass Bank
  Birmingham, AL
• 10/2010 → 08/2021
  Bbva Wealth Solutions Inc.
  Parker, CO
• 05/2013 → 08/2021
  Bbva Securities Inc.
  Parker, CO
• 05/2013 → 08/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 08/2021 → Present
  Pnc Investments
  Parker, CO

Previous Registrations

• 2010-10-15 → 2021-08-17
  Pnc Managed Account Solutions, Inc.
  Houston, TX
  Houston, TX
  Parker, CO
• 2010-04-01 → 2010-10-15
  St Johns Wealth Management
  Greenwood Village, CO
• 1999-08-18 → 2003-04-29
  Ubs Financial Services Inc.
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-16
• S63 Uniform Securities Agent State Law Examination
  1981-06-04

Other Names

• Clayton Jeffery Thomas
• Clayton Jeffrey Thomas