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Elizabeth Thomas

CARY STREET PARTNERS
Palm Beach Garden, FL 33418
Some features on this profile are disabled
CRD#: 2531709
ET

Professional summary

Elizabeth Thomas, who also goes by Elizabeth Dominguez, Elizabeth Redmond, is a registered financial advisor currently at CARY STREET PARTNERS located in Palm Beach Garden, Florida.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Elizabeth has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elizabeth Dominguez | Elizabeth Redmond

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) - RIA

Click below to view Elizabeth 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

March 26, 2026 - Present

CARY STREET PARTNERS

Office #1: 4500 Pga Boulevard Suite 304a, Palm Beach Garden, FL 33418
RIA
CRD#: 128545
Palm Beach Garden, FL
Past

May 12, 2022 - March 31, 2026

PURSUIT WEALTH MANAGMENT LLC

RIA
CRD#: 308969
PALM BEACH GARDENS, FL
Past

August 11, 2017 - May 4, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
PALM BEACH GARDENS, FL
Past

November 16, 2016 - May 4, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
PALM BEACH GARDENS, FL
Past

January 24, 2013 - May 10, 2016

FSC SECURITIES CORPORATION

BD
CRD#: 7461
JUPITER, FL
Past

May 15, 2007 - April 11, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PALM BEACH, FL
Past

February 23, 2006 - May 2, 2007

AMERICAN SECURITIES GROUP, INC.

RIA
CRD#: 43730
WEST PALM BEACH, FL
Past

October 6, 2005 - May 2, 2007

AMERICAN SECURITIES GROUP, INC.

BD
CRD#: 43730
WEST PALM BEACH, FL
Past

June 15, 2002 - September 27, 2005

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
WEST PALM BEACH, FL
Past

June 15, 2002 - September 27, 2005

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

August 1, 2001 - June 15, 2002

CAPTRUST FINANCIAL ADVISORS, LLC

BD
CRD#: 41727
CHARLOTTE, NC
Past

September 8, 2000 - June 22, 2001

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239

RIA
Registered Investment Advisory firm - (8/12/2005 Approved)
Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)

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
Florida
(3/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/5/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/15/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/2013
General Securities Representative Examination

Current Firm

CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239

RIA
Registered Investment Advisory firm - (8/12/2005 Approved)
Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)
PREMIUM
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Contact information

Main Address
901 East Byrd Street Suite 1001, Richmond, VA 23219
Mailing Address
Phone number
(804) 340-8100
Established
Firm type
Fiscal year end
# of Employees
166

SEC notice filing (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CSPIA FORM ADV PART 2A FIRM BROCHURE DATED 06/27/2025 (6/27/2025)
CSPIA FORM ADV PART 2A WRAP BROCHURE DATED 06/27/2025 (6/27/2025)

Regulatory assets under management

Total Number of Accounts13,853
AUM (Assets Under Management)$ 8,263,891,736

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/24/2025
Cover Page
Report
10/22/2024
Cover Page
Report
07/25/2023
Cover Page
Report
01/27/2023
Cover Page
Report

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

CARY STREET PARTNERS

CRD#: 128545Palm Beach Garden, FL 33418

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