Weldon Thomas is a registered investment advisor, based in Austin, TX, with 13 years of industry experience.
Location
3508 Far West Blvd, Austin, TX, 78731
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Weldon is the owner of Ciani Thomas Financial, a support company, since 2019. He works as a financial advisor to Raymond James clients through this business, but dedicates minimal time to the business itself.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2019 - Present · 6 yrs 11 mos
Raymond James Financial Services Advisors, INC
August 2019 - Present · 6 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.
June 2012 - August 2019 · 7 yrs 2 mos
Ameriprise Financial Services, INC.Broker
May 2012 - August 2019 · 7 yrs 3 mos
State Registrations11 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.