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TS

Thomas K. Szulga

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CRD#: 1808188
TS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Keith Szulga, who also goes by Thomas K Szulga, Thomas Kieth Szulga, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1989. Thomas had worked at 12 firms and has passed the Series 63, SIE, Series 7, Series 3, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas K Szulga | Thomas Kieth Szulga

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

September 17, 2013 - February 17, 2015

MISCHLER FINANCIAL GROUP, INC.

BD
CRD#: 37818
CORONA DEL MAR, CA
Past

August 10, 2009 - December 14, 2012

MISCHLER FINANCIAL GROUP, INC.

BD
CRD#: 37818
CORONA DEL MAR, CA
Past

March 11, 2008 - April 14, 2008

MSC - BD, LLC

BD
CRD#: 142927
TUALATIN, OR
Past

November 30, 2005 - March 31, 2006

MVP AMERICAN SECURITIES

BD
CRD#: 118286
LAS VEGAS, NV
Past

September 8, 2003 - December 4, 2003

ALLEGISONE SECURITIES, INC.

BD
CRD#: 43390
NEWPORT BEACH, CA
Past

December 18, 2001 - August 8, 2002

WNC CAPITAL CORPORATION

BD
CRD#: 36174
IRVINE, CA
Past

August 30, 2000 - October 18, 2000

BONDHUB, INC.

BD
CRD#: 104040
SEATTLE, WA
Past

August 29, 1997 - February 16, 2000

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

January 6, 1997 - September 19, 1997

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
NEW YORK, NY
Past

August 28, 1991 - October 26, 1994

JEFFERIES EXECUTION SERVICES, INC.

BD
CRD#: 867
NEW YORK, NY
Past

September 4, 1990 - May 8, 1996

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

May 23, 1989 - June 12, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

May 23, 1989 - August 22, 1989

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76

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
RR
Series 63
Date: 3/7/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MF
MISCHLER FINANCIAL GROUP, INC.
DILTANA COMPANY, INC. | MISCHLER FINANCIAL GROUP, INC.

CRD#: 37818 / SEC#: , 8-48067

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
19800 Macarthur Blvd. Suite 600, Irvine, CA 92612
Mailing Address
19800 Macarthur Blvd. Suite 600, Irvine, CA 92612
Phone number
(949) 720-0640
Established
California since 11/22/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
CHAMBERLAIN, DEAN ARTHURCHIEF EXECUTIVE OFFICER / DIRECTOR/ CHAIRMAN2262338
HOLMES, DOYLE LAVERNPRESIDENT, CHIEF OPERATION OFFICER-FINOP, CHIEF COMPLIANCE OFFICER, DIRECTOR1556260
GTS FINANCIAL LLCOWNER

Disclosures


Regulatory Event6

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


MISCHLER FINANCIAL GROUP, INC.

CRD#: 37818

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