Melinda Thomas is a CFP-designated registered investment advisor, based in Leeds, UT, with 36 years of industry experience. Melinda is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Leeds, UT
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Regulatory History (2)
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Customer Dispute
August 2011Denied
Customer Dispute
May 2006Denied
Other Business Activities
Melinda is a single member of Silver Reef Wealth Mgmt. LLC, an LLC for accounting purposes related to her PM income. She spends minimal time on accounting duties.
Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 1 yr
World Investment Advisors, LLC
June 2015 - Present · 11 yrs 4 mos
Previous Registrations
Pensionmark Securities, LLCBroker
September 2017 - October 2025 · 8 yrs 1 mo
Capfinancial Securities, LLC.Broker
June 2015 - September 2017 · 2 yrs 3 mos
Independent Financial Partners
April 2012 - June 2015 · 3 yrs 2 mos
LPL Financial LLCBroker
November 2010 - June 2015 · 4 yrs 7 mos
LPL Financial LLC
November 2010 - March 2013 · 2 yrs 4 mos
Nrp Financial, INC.Broker
January 2009 - November 2010 · 1 yr 10 mos
Nrp Advisors, INC.
January 2009 - November 2010 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - January 2009 · 1 yr 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - January 2009 · 1 yr 9 mos
Morgan Stanley
July 1997 - April 2007 · 9 yrs 9 mos
Morgan Stanley Dw INC.Broker
June 1994 - April 2007 · 12 yrs 10 mos
MML Investors Services, INC.Broker
May 1990 - June 1994 · 4 yrs 1 mo
State Registrations6 states
AZCAIDILSDUT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.