Elizabeth Thomas

PURSUIT WEALTH MANAGMENT LLC

Palm Beach Gardens, FL 33418

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CRD#: 2531709

Professional summary

Elizabeth Thomas, who also goes by Elizabeth Dominguez, Elizabeth Redmond, is a registered financial advisor currently at PURSUIT WEALTH MANAGMENT LLC located in Palm Beach Gardens, Florida.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Elizabeth has worked at 8 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

May 12, 2022 - Present

PURSUIT WEALTH MANAGMENT LLC

Office #1: 4500 Pga Boulevard Suit 304a, Palm Beach Gardens, FL 33418

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

CRD#: 6363

PALM BEACH GARDENS, FL

Past

January 24, 2013 - May 10, 2016

FSC SECURITIES CORPORATION

CRD#: 7461

JUPITER, FL

Past

May 15, 2007 - April 11, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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.

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

CRD#: 11025

ST. LOUIS, MO

Past

August 1, 2001 - June 15, 2002

CAPTRUST FINANCIAL ADVISORS, LLC

CRD#: 41727

CHARLOTTE, NC

Past

September 8, 2000 - June 22, 2001

CITIGROUP GLOBAL MARKETS INC.

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".

PURSUIT WEALTH MANAGMENT LLC

PURSUIT WEALTH MANAGEMENT | PURSUIT WEALTH MANAGMENT LLLP | PURSUIT WEALTH MANAGMENT LLC | PURSUIT WEALTH MANAGEMENT LLC

CRD#: 308969 / SEC#: 801-118856

RIA

Registered Investment Advisory firm - (6/5/2020 Approved)

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
(5/12/2022)

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: 7/5/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/15/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/2013

General Securities Representative Examination

Current Firm

PURSUIT WEALTH MANAGMENT LLC

PURSUIT WEALTH MANAGEMENT | PURSUIT WEALTH MANAGMENT LLLP | PURSUIT WEALTH MANAGMENT LLC | PURSUIT WEALTH MANAGEMENT LLC

CRD#: 308969 / SEC#: 801-118856

RIA

Registered Investment Advisory firm - (6/5/2020 Approved)

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Contact information

Main Address

4500 Pga Boulevard Suit 304a, Palm Beach Gardens, FL 33418

Mailing Address

Phone number

(561) 437-4770

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURSUIT WEALTH FORM ADV PART 2A (3/6/2025)

PURSUIT WEALTH WRAP FEE BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts	273
AUM (Assets Under Management)	$ 186,324,124

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.

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Elizabeth Thomas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FSC SECURITIES CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERICAN SECURITIES GROUP, INC.

AMERICAN SECURITIES GROUP, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CAPTRUST FINANCIAL ADVISORS, LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

PURSUIT WEALTH MANAGMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/5/2017

Series 63

Date: 9/15/2000

SIE

Date: 10/1/2018

Series 7

Date: 1/19/2013

Current Firm

PURSUIT WEALTH MANAGMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURSUIT WEALTH MANAGMENT LLC

TRUST BUT VERIFY

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