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Thomas Clyde Tavenner

AIF®
BOOSTER
OLNEY, MD
·CRD# 2883973·29 years experience

Professional Summary

Thomas Clyde Tavenner, AIF®, who also goes by Thomas C Tavenner, Tommy Tavenner, is a registered financial advisor currently at BOOSTER, LLC located in Olney, Maryland. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Thomas has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Thomas C Tavenner, Tommy Tavenner

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

AIF®
Accredited Investment Fiduciary

Years of Experience

29 years in the financial services industry

Current & Past Employments

BOOSTER, LLC·CRD# 314629
RIA
Olney, MD
December 9, 2021 - Present
GROVE POINT ADVISORS, LLC·CRD# 313171
RIA
Gaithersburg, MD
April 1, 2021 - December 2, 2021
GROVE POINT INVESTMENTS, LLC·CRD# 1763
RIA
Gaithersburg, MD
June 30, 2020 - April 1, 2021
KRPG ADVISORS, LLC·CRD# 284998
RIA
Gaithersburg, MD
March 5, 2018 - December 3, 2021
TAVENNER FINANCIAL, LLC·CRD# 153941
RIA
Frederick, MD
May 25, 2010 - December 31, 2018
GROVE POINT INVESTMENTS, LLC·CRD# 1763
RIA
Gaithersburg, MD
February 9, 2007 - June 15, 2010
GROVE POINT INVESTMENTS, LLC·CRD# 1763
BD
Gaithersburg, MD
February 9, 2007 - December 2, 2021
EAGLE STRATEGIES LLC·CRD# 110826
RIA
Bethesda, MD
May 5, 2006 - February 27, 2007
NYLIFE SECURITIES LLC·CRD# 5167
BD
Bethesda, MD
April 19, 2006 - February 27, 2007
EQUITY SERVICES, INC.·CRD# 265
RIA
Bethesda, MD
March 16, 2004 - April 10, 2006
EQUITY SERVICES, INC.·CRD# 265
BD
Montpelier, VT
March 11, 2004 - April 10, 2006
NEW ENGLAND SECURITIES·CRD# 615
RIA
Bethesda, MD
November 24, 1999 - March 3, 2004
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
May 20, 1997 - March 3, 2004

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Current Firm

BL
BOOSTER, LLC

BOOSTER, LLC

CRD#: 314629 / SEC#: 801-123233
RIA
Registered Investment Advisory firm - SEC (2/14/2022 Approved)
Maryland
Registered Investment Advisory firm - Maryland (2/28/2022 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).

Contact Information

Main Address

6 East Eager Street, Baltimore, MD 21202

Phone Number

(410) 216-1551

# of Employees

4

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/4/2026)

Regulatory Assets Under Management

Total Number of Accounts

226

AUM (Assets Under Management)

$229,287,257

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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.

THOMAS TAVENNER, INDIVIDUAL AGENT FOR SALE OF TRADITIONAL LIFE, DISABILITY, HEALTH AND LONG TERM CARE INSURANCE.POSITION: Owner-Agent NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 05/01/1996ADDRESS: 41 So Market Sr, #401, Frederick MD 21701, United StatesDESCRIPTION: Tavenner offers traditional insurance products as a normal function of his broad financial services company. SOUTH MARKET LLC POSITION: LLC MEMBER NATURE: INVESTMENT-RELATED OBA NOT THROUGH H. BECK, INC. INVESTMENT RELATED: YES NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 41 SOUTH MARKET ST, #401, FREDERICK MD 21701 DESCRIPTION: I SERVE AS MEMBER. I OVERSEE THE FINANCIAL MANAGEMENT OF THE ENTITY, AND HAVE A BOOK KEEPER ON STAFF WHO COLLECTS RENTS AND PAYS VARIOUS BILLS. THOMAS TAVENNER. FATHER TIME MUSIC. PARTICIPATE IN OCCASIONAL PUBLIC PERFORMANCES IN THE ROCK BAND FATHER TIME. THIS IS A NON-INVESTMENT ACTIVITY. POSITION: Musician NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2019 ADDRESS: 3604 Patrick Henry Dr, Olney MD 20832, United States DESCRIPTION: Participate in occasional public performances in the rock band Father Time. TAVENNER FINANCIAL SERVICES INC POSITION: President NATURE: Other OBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 3604 Patrick Henry Dr, Olney MD 20832, United States DESCRIPTION: Tavenner Financial Services Inc is the holding company that collects all financial income from all sources (planning, investments, insurance, annuities) compensates me as an employee. Each of my entities (sole proprietor, LLC) has a service agreement in place to comply with IRS standards related to this activity.

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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".
BL
BOOSTER, LLC

BOOSTER, LLC

CRD#: 314629 / SEC#: 801-123233
RIA
Registered Investment Advisory firm - SEC (2/14/2022 Approved)
Maryland
Registered Investment Advisory firm - Maryland (2/28/2022 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.
IAR
Maryland
(12/9/2021)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1997About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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