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Brian Thomas
25 Years of Experience
Bloomfield Hills, MI
1 DisclosureBrokerSells Insurance
Brian Thomas is a registered investment advisor, based in Bloomfield Hills, MI, with 25 years of industry experience.
Location
40701 Woodward Avenue, Suite 103, Bloomfield Hills, MI, 48304
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Regulatory History (1)
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Judgment / Lien
November 2025Other Business ActivitiesSells Insurance
Brian is the chairman of the annual golf outing for AGBU Special Projects, spending minimal time on it. He also owns Olivesdad, Inc., a pass-through entity for Kestra PWS revenue, and works full-time as a Financial Advisor at OWL PWA, which includes advisory, commission brokerage, and insurance activities.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
January 2020 - Present · 6 yrs 4 mos
Kestra Private Wealth Services, LLC
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2010 - February 2020 · 9 yrs 11 mos
Cambridge Investment Research, INC.Broker
April 2009 - February 2020 · 10 yrs 10 mos
Cambridge Investment Research Advisors, INC.
April 2009 - December 2009 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - April 2009 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - April 2009 · 3 yrs 3 mos
UBS Financial Services INC.Broker
September 2002 - January 2006 · 3 yrs 4 mos
UBS Financial Services INC.
September 2002 - January 2006 · 3 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2002 - October 2002 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2000 - October 2002 · 2 yrs 1 mo
State Registrations16 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.