Best Investors Account Sign in

Thomas Joseph Flynn

Girard Advisory Services, LLC

Souderton, PA

Claim This Profile
Current Employers
Girard Advisory Services, Llc

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-07-23
  • PA RA
    APPROVED
    Since 2021-07-23

Branch Locations

41 West Broad Street, Souderton, PA 18964 • 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
Girard Investment Services, Llc F/K/A Univest Investments, Inc. Souderton PA 08/2017 Present
Univest Bank And Trust Co. Chestnut Hill PA 08/2016 08/2017
Manoa Tavern Havertown PA 09/2016 08/2018
Girard Advisory Services, Llc Souderton PA 05/2021 Present
  • 08/2017 → Present
    Girard Investment Services, Llc F/K/A Univest Investments, Inc.
    Souderton, PA
  • 08/2016 → 08/2017
    Univest Bank And Trust Co.
    Chestnut Hill, PA
  • 09/2016 → 08/2018
    Manoa Tavern
    Havertown, PA
  • 05/2021 → Present
    Girard Advisory Services, Llc
    Souderton, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-22
S63 Uniform Securities Agent State Law Examination 2018-04-17
  • S65 Uniform Investment Adviser Law Examination
    2021-07-22
  • S63 Uniform Securities Agent State Law Examination
    2018-04-17
Designations
Other Names
  • Tom Flynn
  • Tommy Flynn

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
EDWARD JONES
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.

Other Investors

LUISA FERNANDA SORKNESS
Jennifer Ashley
ROBERTA JEAN KESSLER
CURTIS MICHAEL JOHNSTON
Keegan Michael Billie
Michael T McGuire
THOMAS EDWIN HELLINGS
JAMES HARLAN HAROL JACOBSON

Other Offices

CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
GIRARD ADVISORY SERVICES, LLC · Souderton, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Souderton, PA
LPL ENTERPRISE, LLC · SOUDERTON, PA
EDWARD JONES · SOUDERTON, PA
CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
LPL FINANCIAL LLC · SOUDERTON, PA
KEY INVESTMENT SERVICES LLC · SOUDERTON, PA

More in Souderton, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor