Thomas A. Till

APPS WEALTH MANAGEMENT

Friendswood, TX 77546

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CRD#: 2448227

Professional summary

Thomas Allen Till, who also goes by Tom Till, is a registered financial advisor currently at APPS WEALTH MANAGEMENT, INC. located in Friendswood, Texas.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Thomas has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tom Till

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. APPS FINANCIAL GROUP INC; INVESTMENT RELATED; 214 E EDGEWOOD DRIVE, FRIENDSWOOD, TX 77546; Insurance; PRESIDENT; Insurance Agent; FIXED INSURANCE SALES; STARTED 07/1993; 40 HRS/MO. 2.COMPASS TAX SOLUTIONS, Inc. POSITION: OWNER NATURE: TAX PREPARATION INVESTMENT RELATED: NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 2 START DATE: 01/03/2013 ADDRESS: 214 E. EDGEWOOD DRIVE, FRIENDSWOOD TX 77546 DESCRIPTION: I HAVE PURCHASED A LOCAL TAX PRACTICE NEAR MY OFFICE AND WILL BE CHANGING THE NAME TO COMPASS TAX SOLUTIONS, LLC USING THAT LOCATION TO OFFER TAX PREPARATION TO MY EXISTING CLIENTS AS WELL AS MAINTAIN THE FIRMS CURRENT TAX CLIENT BASE. AFTER THE 2014 TAX SEASON THE LOCATION WILL BE CLOSED AND MOVED INTO MY BUILDING LOCATED AT 214 E. EDGEWOOD DRIVE, FRIENDSWOOD TX 77546. I HAVE HIRED A CPA TO RUN THE OFFICE AND RETAINED 3 STAFF ACCOUNTANTS FROM THE FORMER OWNER AND WILL BE HIRING ONE ADDITIONAL STAFF TO ANSWER PHONES AND SCHEDULE APPOINTMENTS FOR THE TAX OFFICE.WILL CONTINUE OUR RELATIONSHIP WITH UNITED TAX PARTNERSDURING 2014IN CASE OF WORK OVER LOAD DURING THE 2014 TAX SEASON THEN WILL REAVALUATE THE NEED FOR THIS RELATIONSHIP. IF NEEDED OUR OFFICE WILL SIMPLY HAN

Blog Corner

CRS (Client Relationship Summary) - RIA

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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

July 25, 2017 - Present

APPS WEALTH MANAGEMENT, INC.

Office #1: 214 E. Edgewood Drive, Friendswood, TX 77546

RIA

CRD#: 288825

Friendswood, TX

Past

July 29, 2004 - July 18, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

FRIENDSWOOD, TX

Past

October 18, 2000 - July 18, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

FRIENDSWOOD, TX

Past

August 9, 2000 - October 23, 2000

BANK UNITED SECURITIES CORP.

CRD#: 30288

HOUSTON, TX

Past

August 17, 1999 - September 8, 2000

PRIME CAPITAL SERVICES, INC.

CRD#: 18334

POUGHKEEPSIE, NY

Past

March 8, 1995 - December 16, 1996

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

February 23, 1994 - November 3, 1994

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

February 23, 1994 - November 3, 1994

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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

Texas
(7/25/2017)

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: 7/16/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/3/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/18/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/16/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/22/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

APPS WEALTH MANAGEMENT, INC.

CRD#: 288825 / SEC#:

Texas

Registered Investment Advisory firm - (7/25/2017 Approved)

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Contact information

Main Address

214 E. Edgewood Drive, Friendswood, TX 77546

Mailing Address

Phone number

(281) 993-8647

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Thomas A. Till

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BANK UNITED SECURITIES CORP.

PRIME CAPITAL SERVICES, INC.

WMA SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/16/2004

Series 63

Date: 9/3/1999

SIE

Date: 7/18/2017

Series 7

Date: 8/16/1999

Series 6

Date: 2/22/1994

Current Firm

APPS WEALTH MANAGEMENT, INC.

Contact information

Documents

Red Flags

Company Information

APPS WEALTH MANAGEMENT, INC.

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