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WT

Warren J. Thomas

LIGHTHOUSE CAPITAL GROUP
Pasadena, CA 91106
Some features on this profile are disabled
CRD#: 2299254
WT

Professional summary


Warren Jesse Mcewin Thomas, who also goes by Warren J. M. Thomas, is a registered financial professional currently at LIGHTHOUSE CAPITAL GROUP, LLC located in Pasadena, California and EXCHANGERIGHT SECURITIES, LLC located in Pasadena, California.

Warren is registered as a RR (Registered Representative) and started their career in finance in 1993. Warren has worked at 11 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 79, Series 7, Series 22, Series 6, Series 24, Series 39 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Warren J. M. Thomas

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) - BD


Click below to view Warren Jesse Mcewin Thomas's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

June 30, 2014 - Present

LIGHTHOUSE CAPITAL GROUP, LLC

Office #1: 1055 E. Colorado Blvd., Suite 310, Pasadena, CA 91106Office #2: 1055 E. Colorado Blvd., Suite 310, Pasadena, CA 91106
BD
CRD#: 169135
Pasadena, CA
Current

October 9, 2017 - Present

EXCHANGERIGHT SECURITIES, LLC

Office #1: 1055 E. Colorado Blvd., Suite 310, Pasadena, CA 91106
BD
CRD#: 283430
Pasadena, CA
Past

September 7, 2011 - June 24, 2014

SANDLAPPER SECURITIES, LLC

BD
CRD#: 137906
GREENVILLE, SC
Past

May 18, 2011 - September 7, 2011

NELSONREID, INC.

BD
CRD#: 45503
PASADENA, CA
Past

February 18, 2010 - May 18, 2011

STEVEN L. FALK & ASSOCIATES INC.

BD
CRD#: 14297
PASADENA, CA
Past

August 15, 2008 - February 8, 2010

DIRECT CAPITAL SECURITIES, INC.

BD
CRD#: 29639
PASADENA, CA
Past

July 3, 2007 - August 1, 2008

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
PASADENA, CA
Past

January 23, 2004 - July 6, 2007

OMNI BROKERAGE, INC.

BD
CRD#: 16878
PASADENA, CA
Past

March 31, 1997 - January 29, 2004

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

November 8, 1995 - April 24, 1997

LAGUNA SECURITIES, INC.

BD
CRD#: 37547
NEWPORT BEACH, CA
Past

January 4, 1993 - August 27, 1996

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/11/2016)
RR
Alaska
(5/17/2023)
RR
Arizona
(7/7/2014)
RR
Arkansas
(1/16/2025)
RR
California
(7/3/2014)
RR
Colorado
(7/21/2014)
RR
Connecticut
(1/16/2025)
RR
Delaware
(1/16/2025)
RR
District of Columbia
(10/26/2021)
RR
Florida
(7/21/2014)
RR
Georgia
(1/4/2017)
RR
Hawaii
(11/8/2019)
RR
Idaho
(11/14/2016)
RR
Illinois
(7/15/2014)
RR
Indiana
(8/16/2018)
RR
Iowa
(1/22/2020)
RR
Kansas
(7/5/2018)
RR
Kentucky
(1/16/2025)
RR
Louisiana
(5/5/2017)
RR
Maine
(1/16/2025)
RR
Maryland
(12/17/2014)
RR
Massachusetts
(9/24/2018)
RR
Michigan
(3/26/2018)
RR
Minnesota
(5/8/2018)
RR
Mississippi
(1/23/2018)
RR
Missouri
(4/16/2015)
RR
Montana
(1/17/2025)
RR
Nebraska
(4/23/2024)
RR
Nevada
(7/17/2014)
RR
New Hampshire
(3/13/2018)
RR
New Jersey
(7/17/2014)
RR
New Mexico
(7/17/2014)
RR
New York
(7/18/2014)
RR
North Carolina
(7/10/2014)
RR
North Dakota
(3/20/2018)
RR
Ohio
(7/3/2014)
RR
Oklahoma
(3/12/2015)
RR
Oregon
(7/1/2014)
RR
Pennsylvania
(7/8/2014)
RR
Puerto Rico
(3/4/2020)
RR
Rhode Island
(5/26/2015)
RR
South Carolina
(5/2/2018)
RR
South Dakota
(5/25/2018)
RR
Tennessee
(1/28/2015)
RR
Texas
(4/4/2018)
RR
Utah
(3/2/2018)
RR
Vermont
(1/16/2025)
RR
Virginia
(6/7/2018)
RR
Washington
(11/10/2015)
RR
West Virginia
(1/16/2025)
RR
Wisconsin
(12/9/2021)
RR
Wyoming
(9/24/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/21/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


ES
EXCHANGERIGHT SECURITIES, LLC
EXCHANGERIGHT SECURITIES, LLC

CRD#: 283430 / SEC#: , 8-69753

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


Main Address
1055 E. Colorado Blvd., Suite 310, Pasadena, CA 91106
Mailing Address
1055 E. Colorado Blvd., Suite 310, Pasadena, CA 91106
Phone number
(626) 564-1031
Established
California since 01/06/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
EXCHANGERIGHT HOLDINGS, LLCOWNER
DRYDEN, SUSANA KAYCHIEF COMPLIANCE OFFICER, MANAGING MEMBER5327906
THOMAS, WARREN JESSE MCEWINPRESIDENT, MANAGING MEMBER2299254
THORNTON, STEVEN LEEFINOP4496384
UNGERECHT, JOSHUA PAULCEO, MANAGING MEMBER5183573

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


EXCHANGERIGHT SECURITIES, LLC

CRD#: 283430Pasadena, CA 91106

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