Gary Forrest Thomas

Employer firm

Turner Financial Group, Inc. CRD 134204

$230M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/1989 → 01/2022
  Investment Architects, Inc.
  Redwood City, CA
• 07/1997 → 12/2019
  Resource Investment Architects, Inc.
  Petaluma, CA
• 12/2019 → 10/2023
  Claraphi Advisory Network, Llc Dba Gf Thomas Advisory Group
  Aliso Viejo, CA
• 11/2023 → Present
  Turner Financial Group, Inc. Dba Gf Thomas Advisory Group
  San Rafael, CA

Previous Registrations

• 2019-12-02 → 2023-12-12
  Claraphi Advisory Network, Llc
  San Rafael, CA
• 1997-07-08 → 2019-12-17
  Resource Investment Architects, Inc.
  San Rafael, CA

Other Businesses

INDEPENDENT INSURANCE SALES; 4040 Civic Center Drive, Suite 200, San Rafael, CA 94903; INSURANCE AGENT; 12 HOURS PER MONTH DURING NORMAL TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-06-07

Designations

• Certified Financial Planner