Thomas D. Wright
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 Davidson Wright, who also goes by Tom Wright, was a registered financial professional .
Thomas is a previously registered financial professional and started their career in finance in 1992. Thomas had worked at 13 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 13, 2012 - July 2, 2019
NEXT INVESTMENTS LLC
July 17, 2009 - April 13, 2012
EDELMAN FINANCIAL SERVICES, LLC
August 5, 2008 - April 13, 2012
SANDERS MORRIS LLC
April 14, 2008 - July 20, 2009
EDELMAN FINANCIAL ADVISORS LLC
October 20, 2006 - April 17, 2008
WEALTHCARE CAPITAL MANAGEMENT LLC
January 18, 2006 - August 17, 2006
BB&T INVESTMENT SERVICES, INC.
January 18, 2006 - August 17, 2006
BB&T INVESTMENT SERVICES, INC.
October 20, 2004 - April 5, 2005
WELLS FARGO INVESTMENTS, LLC
October 20, 2004 - April 5, 2005
WELLS FARGO INVESTMENTS, LLC
September 19, 2003 - September 15, 2004
KEYBANC CAPITAL MARKETS INC.
September 19, 2003 - September 15, 2004
KEYBANC CAPITAL MARKETS INC.
March 25, 2003 - August 4, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
March 24, 2003 - August 4, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
May 11, 2001 - May 21, 2002
WELLS FARGO CLEARING SERVICES, LLC
March 21, 2001 - May 21, 2002
WELLS FARGO CLEARING SERVICES, LLC
April 23, 1999 - March 30, 2001
UBS FINANCIAL SERVICES INC.
June 8, 1995 - April 26, 1999
EDWARD JONES
November 30, 1992 - April 13, 1995
LUTHERAN BROTHERHOOD SECURITIES CORP.
State Registrations and Notice Filings
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Exams
Current Firm
NEXT INVESTMENTS LLC
CRD#: 164650 / SEC#:
Contact information
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
