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Thomas John Kopas

Pring Turner

Alamo, CA

CRD 1015062

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Employer firm

Pring Turner CRD 110931

$262M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Pring Turner

3195 Danville Blvd Ste 8, Alamo, CA 94507-1970 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-10
  • CA RA
    APPROVED
    Since 2025-12-10

Branch Locations

3195 Danville Blvd Ste 8, Alamo, CA 94507 • 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
Pring Turner Capital Group, Inc. Walnut Creek CA 03/2002 Present
  • 03/2002 → Present
    Pring Turner Capital Group, Inc.
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-16
S63 Uniform Securities Agent State Law Examination 1981-10-31
  • S65 Uniform Investment Adviser Law Examination
    2000-02-16
  • S63 Uniform Securities Agent State Law Examination
    1981-10-31

View on SEC IAPD

Nearby Firms

PHILOSOPHY CAPITAL MANAGEMENT LLC
LODESTAR PRIVATE ASSET MANAGEMENT LLC
LPL FINANCIAL LLC

Nearby Investors

ANTHONY JOHN JURADO
JOSEPH WEBSTER HARRISON
JASON RILEY MCCOY

Nearby Offices

PHILOSOPHY CAPITAL MANAGEMENT LLC · ALAMO, CA
LODESTAR PRIVATE ASSET MANAGEMENT LLC · ALAMO, CA
LPL FINANCIAL LLC · ALAMO, CA

More in Alamo, CA

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