AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TS

Thomas W. Stratton

Some features on this profile are disabled
CRD#: 1646899
TS

Professional summary


Thomas Ward Stratton was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Thomas is a previously registered financial professional and started their career in finance in 2002. Prior to being barred, Thomas had worked at 2 firms, which includes WORLD CHOICE SECURITIES INC., FINANCIAL INDEPENDENCE SYSTEMS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 20, 2006 - August 13, 2021

WORLD CHOICE SECURITIES, INC.

RIA
CRD#: 30933
MELBOURNE, FL
Past

January 5, 2004 - August 12, 2021

WORLD CHOICE SECURITIES, INC.

BD
CRD#: 30933
MELBOURNE, FL
Past

August 13, 2002 - January 2, 2004

FINANCIAL INDEPENDENCE SYSTEMS, INC.

BD
CRD#: 46425
DANIA BEACH, FL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/11/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WC
WORLD CHOICE SECURITIES, INC.
PB & T FINANCIAL SERVICES, INC. | WORLD CHOICE SECURITIES, INC.

CRD#: 30933 / SEC#: , 8-45235

Florida
Registered Investment Advisory firm - SEC (6/22/2005 Approved)
Ohio
Registered Investment Advisory firm - SEC (4/10/2018 Approved)
Texas
Registered Investment Advisory firm - SEC (1/1/1993 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
7650 Rivers Edge Drive Suite 260, Columbus, OH 43235
Mailing Address
7650 Rivers Edge Drive Suite 260, Columbus, OH 43235
Phone number
(614) 436-0231
Established
Texas since 09/10/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
3

FINRA licenses (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WCS FINANCIAL GROUP, INC.HOLDING COMPANY
CARGIN, ROBERT KENNETHCHIEF COMPLIANCE OFFICER1825995
CARGIN, ROBERT KENNETHPRESIDENT/SECRETARY/TREASURER/FINOP1825995

Regulatory assets under management


Total Number of Accounts45
AUM (Assets Under Management)$ 24,955,000

Disclosures


Regulatory Event2

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.

Company Information


WORLD CHOICE SECURITIES, INC.

CRD#: 30933

TRUST BUT VERIFY

Monitor Thomas Stratton

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics