Thomas A. Hamilton

ORION WEALTH MANAGEMENT

RICHARDSON, TX 75080

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CRD#: 2742103

Professional summary

Thomas Albert Hamilton is a registered financial advisor currently at ORION WEALTH MANAGEMENT LLC located in Richardson, Texas.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Thomas has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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.

I have shut down my practice, "Hamilton & Associates", in order to work for Prudential Durable POA for Mother-0-2hrs per month-0-2hrs during securities trading Durable POA for Father-0-2hrs per month-0-2hrs during securities trading Active Attorney's license PA ATTORNEY LICENSE POSITION: Law License - State of Pennsylvania - Supreme Court ID# 58215 - Active NATURE: Law License INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1990 ADDRESS: 2109 Alma Drive, Keller TX 76248, United States DESCRIPTION: None I AM A POWER OF ATTORNEY FOR BOTH OF MY PARENTS, THOMAS H. HAMILTON & BARBARA K. HAMILTON. THEY ARE IN THEIR 80S AND OCCASIONALLY I WILL HELP THEM WITH THEIR FINANCIALS, INVESTMENTS, TAXES, REAL ESTATE REPAIRS, ETC. BOTH ARE CURRENTLY OF SOUND MIND AND BODY, BUT THIS MAY CHANGE, SO WE HAVE THE POA IN PLACE JUST IN CASE. POSITION: Power of Attorney for Thomas H. Hamilton Power of Attorney for Barbara K. Hamilton NATURE: Fiduciary Appointment (e.g., Trustee, Executor, POA) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2017 ADDRESS: 26 Dundee Mews, Media PA 19063, United States DESCRIPTION: At moment simply obtaining contractors to fix properties on occasion for my parents and doing their tax returns

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Albert Hamilton's 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

September 30, 2025 - Present

ORION WEALTH MANAGEMENT LLC

Office #1: 3400 N. Central Expy. Ste. 110 -317, Richardson, TX 75080

RIA

CRD#: 313698

RICHARDSON, TX

Past

November 14, 2024 - July 11, 2025

LPL ENTERPRISE, LLC

RIA

CRD#: 8733

PLANO, TX

Past

November 14, 2024 - July 11, 2025

LPL ENTERPRISE, LLC

CRD#: 8733

PLANO, TX

Past

October 7, 2020 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Plano, TX

Past

September 11, 2020 - November 14, 2024

PRUCO SECURITIES, LLC.

CRD#: 5685

Plano, TX

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
(9/30/2025)

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: 6/30/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/10/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/26/2019

Securities Industry Essentials Examination

Current Firm

ORION WEALTH MANAGEMENT LLC

ORION WEALTH MANAGEMENT | ORION WEALTH PARTNERS | ORION WEALTH MANAGEMENT LLC

CRD#: 313698 / SEC#:

Florida

Registered Investment Advisory firm - (1/5/2023 Approved)

Louisiana

Registered Investment Advisory firm - (8/12/2021 Approved)

Texas

Registered Investment Advisory firm - (6/23/2021 Approved)

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Contact information

Main Address

3400 N. Central Expy. Ste. 110 -317, Richardson, TX 75080

Mailing Address

Phone number

(972) 891-8609

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 16,477,527

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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Thomas A. Hamilton

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ORION WEALTH MANAGEMENT LLC

LPL ENTERPRISE, LLC

LPL ENTERPRISE, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/30/2020

Series 7TO

Date: 9/10/2020

SIE

Date: 8/26/2019

Current Firm

ORION WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ORION WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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