Thomas A. Burdg

TBCPA

Fernandina Beach, FL

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CRD#: 1370635

Professional summary

Thomas Allen Burdg is a registered financial advisor currently at TBCPA, INC. located in Fernandina Beach, Florida.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Thomas has worked at 10 firms and has passed the Series 66, Series 63, Series 7, Series 24 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) TBCPA, Inc.; Accounting Firm; 95209 Leafcrest Ct, Fernandina Beach, FL 32034; Not investment related; CPA; Accounting Services; Start 1/1/1991; 30 hours/month, 25 hours/month during trading. (2) Front Porch Financial Planning; DBA; Investment Related; 5548 1st Coast Highway, Suite 203, Fernandina Beach FL 32034; Financial Services; Financial Planner; Start 11/18/24; 125 hours/month, 110 hours/month during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Allen Burdg's CRS (Customer Relationship Summary).

TRIAD ADVISORS LLC

CRD#: 25803

PEACHTREE CITY, GA

Past

November 26, 2003 - January 14, 2008

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 17431

Past

May 21, 1985 - December 9, 1985

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/21/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/2/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/29/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/18/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/2/1986

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 8/17/1985

Financial and Operations Principal Examination

Current Firm

TBCPA, INC.

CRD#: 174017 / SEC#:

Florida

Registered Investment Advisory firm - (5/21/2021 Approved)

Georgia

Registered Investment Advisory firm - (12/31/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Fernandina Beach, FL

Mailing Address

Phone number

(404) 580-5369

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	52
AUM (Assets Under Management)	$ 23,060,267

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Thomas A. Burdg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Allen Burdg's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. W. COLE ADVISORS, INC.

THOMAS BURDG CONSULTING, INC.

TRIAD ADVISORS LLC

TRIAD ADVISORS LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

LPL FINANCIAL LLC

THE O.N. EQUITY SALES COMPANY

MML INVESTORS SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

FIRST NATIONWIDE SECURITIES CORP.

TITAN/VALUE EQUITIES GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/2/2003

Series 63

Date: 6/29/1992

Series 7

Date: 5/18/1985

Series 24

Date: 6/2/1986

Series 27

Date: 8/17/1985

Current Firm

TBCPA, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TBCPA, INC.

TRUST BUT VERIFY

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