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Brian A. Thomson

BEACON CAPITAL MANAGEMENT

Logan, UT

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CRD#: 2777927

Professional summary

Brian Allan Thomson, who also goes by Brian Thomson, Brian A Thomson, is a registered financial advisor currently at BEACON CAPITAL MANAGEMENT, INC. located in Logan, Utah and SAMMONS FINANCIAL NETWORK, LLC located in West Des Moines, Iowa.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Brian has worked at 20 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Thomson | Brian A Thomson

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 Brian Allan Thomson'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

November 10, 2022 - Present

BEACON CAPITAL MANAGEMENT, INC.

RIA

CRD#: 120641

Logan, UT

Current

November 2, 2022 - Present

SAMMONS FINANCIAL NETWORK, LLC

Office #1: 8300 Mills Civic Parkway, West Des Moines, IA 50266

BD

CRD#: 158538

West Des Moines, IA

Past

February 11, 2022 - October 24, 2022

BFC PLANNING, INC.

RIA

CRD#: 119682

CEDAR RAPIDS, IA

Past

February 11, 2022 - October 24, 2022

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

CEDAR RAPIDS, IA

Past

February 10, 2022 - October 24, 2022

SECURITIES MANAGEMENT & RESEARCH, INC.

BD

CRD#: 759

CEDAR RAPIDS, IA

Past

February 10, 2022 - October 24, 2022

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD

CRD#: 13609

CEDAR RAPIDS, IA

Past

August 26, 2021 - April 20, 2022

LPL FINANCIAL LLC

BD

CRD#: 6413

FORT MILL, SC

Past

August 25, 2021 - April 20, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

Logan, UT

Past

March 9, 2021 - July 15, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

DENVER, CO

Past

March 9, 2021 - July 15, 2021

LPL FINANCIAL LLC

BD

CRD#: 6413

FORT MILL, SC

Past

October 15, 2019 - April 22, 2020

CETERA ADVISORS LLC

RIA

CRD#: 10299

DENVER, CO

Past

December 13, 2016 - November 1, 2017

GIRARD SECURITIES, INC.

BD

CRD#: 18697

DENVER, CO

Past

December 13, 2016 - November 29, 2017

SUMMIT BROKERAGE SERVICES, INC.

BD

CRD#: 34643

DENVER, CO

Past

December 13, 2016 - November 29, 2017

FIRST ALLIED SECURITIES, INC.

BD

CRD#: 32444

DENVER, CO

Past

December 13, 2016 - November 29, 2017

CETERA INVESTMENT SERVICES LLC

BD

CRD#: 15340

DENVER, CO

Past

December 13, 2016 - November 29, 2017

CETERA FINANCIAL SPECIALISTS LLC

BD

CRD#: 10358

DENVER, CO

Past

December 13, 2016 - November 29, 2017

CETERA WEALTH SERVICES, LLC

BD

CRD#: 13572

DENVER, CO

Past

December 13, 2016 - April 22, 2020

CETERA ADVISORS LLC

BD

CRD#: 10299

DENVER, CO

Past

May 9, 2014 - December 22, 2014

WADDELL & REED

BD

CRD#: 866

OVERLAND PARK, KS

Past

May 9, 2014 - December 22, 2014

IVY DISTRIBUTORS, INC.

BD

CRD#: 16496

OVERLAND PARK, KS

Past

August 2, 2012 - April 25, 2014

PACIFIC SELECT DISTRIBUTORS, LLC

BD

CRD#: 4452

NEWPORT BEACH, CA

Past

February 8, 2012 - July 30, 2012

CETERA INVESTMENT SERVICES LLC

BD

CRD#: 15340

EL SEGUNDO, CA

Past

February 8, 2012 - July 30, 2012

CETERA ADVISORS LLC

BD

CRD#: 10299

EL SEGUNDO, CA

Past

February 8, 2012 - July 30, 2012

CETERA WEALTH SERVICES, LLC

BD

CRD#: 13572

EL SEGUNDO, CA

Past

June 23, 2010 - September 15, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

BD

CRD#: 6363

MINNEAPOLIS, MN

Past

November 1, 2000 - April 19, 2002

MORGAN STANLEY DW INC.

BD

CRD#: 7556

PURCHASE, NY

Past

July 24, 2000 - November 1, 2000

MORGAN STANLEY DEAN WITTER ONLINE INC.

BD

CRD#: 34925

SAN FRANCISCO, CA

Past

September 11, 1996 - April 6, 2000

FIDELITY BROKERAGE SERVICES LLC

BD

CRD#: 7784

SMITHFIELD, RI

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".

BC

BEACON CAPITAL MANAGEMENT, INC.

BEACON CAPITAL MANAGEMENT, INC. | ZERO COMMISSION PORTFOLIOS

CRD#: 120641 / SEC#: 801-61249

RIA

Registered Investment Advisory firm - (6/13/2002 Approved)

Florida

Registered Investment Advisory firm - (6/6/2002 Cancelled)

Indiana

Registered Investment Advisory firm - (2/25/2003 Terminated)

New York

Registered Investment Advisory firm - (1/14/2003 Terminated)

Ohio

Registered Investment Advisory firm - (1/1/2001 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Utah
(11/2/2022)

IAR

Utah
(11/10/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 10/14/2019

Uniform Combined State Law Examination

State Security Law Exam

RR

Series 63

Date: 7/30/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 6/22/2010

General Securities Representative Examination

Principal/Supervisory Exam

RR

Series 53

Date: 10/3/2022

Municipal Securities Principal Examination

Principal/Supervisory Exam

RR

Series 24

Date: 2/11/2011

General Securities Principal Examination

SRO Registrations

RR

FINRA

Current Firm

BC

BEACON CAPITAL MANAGEMENT, INC.

BEACON CAPITAL MANAGEMENT, INC. | ZERO COMMISSION PORTFOLIOS

CRD#: 120641 / SEC#: 801-61249

RIA

Registered Investment Advisory firm - (6/13/2002 Approved)

Florida

Registered Investment Advisory firm - (6/6/2002 Cancelled)

Indiana

Registered Investment Advisory firm - (2/25/2003 Terminated)

New York

Registered Investment Advisory firm - (1/14/2003 Terminated)

Ohio

Registered Investment Advisory firm - (1/1/2001 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

7777 Washington Village Drive Suite 280, Dayton, OH 45459

Mailing Address

Phone number

(937) 439-9093

Established

Firm type

Fiscal year end

# of Employees

22

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON CAPITAL - FORM ADV PART 2A (8/30/2025)

BEACON CAPITAL MANAGEMENT WRAP FEE BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	13,893
AUM (Assets Under Management)	$ 4,669,480,758

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

BEACON CAPITAL MANAGEMENT, INC.

CRD#: 120641Logan, UT

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