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Thomas Coburn Basil

Colorado Diversified Financial

Longmont, CO

CRD 3192909

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Employer firm

Colorado Diversified Financial CRD 152315

$1.07M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Colorado Diversified Financial

713 Rider Ridge Drive, Longmont, CO 80504 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-03
  • CO RA
    APPROVED
    Since 2025-11-03

Branch Locations

713 Rider Ridge Drive, Longmont, CO 80504 • 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
Colorado Diversified Financial Longmont CO 08/2009 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-04-16
S65 Uniform Investment Adviser Law Examination 1999-04-16
  • S63 Uniform Securities Agent State Law Examination
    1999-04-16
  • S65 Uniform Investment Adviser Law Examination
    1999-04-16
Designations
  • Certified Financial Planner
Other Names
  • Tom Basil
  • Thomas Coburn Basil

View on SEC IAPD

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Nearby Investors

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JENNIFER LYNN PARIS
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Nearby Offices

EDWARD JONES · LONGMONT, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · Longmont, CO
EDWARD JONES · Longmont, CO

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