Thomas J. Homer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Thomas J Homer, CFP®, who also goes by Thomas Homer, was a registered financial professional .
Thomas is a previously registered financial professional and started their career in finance in 2003. Thomas had worked at 3 firms and has passed the Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2001
Experience
July 24, 2008 - August 21, 2025
KANASA FINANCIAL GROUP, LLC
June 6, 2006 - July 22, 2008
SANCTUARY SECURITIES, INC.
June 5, 2006 - July 22, 2008
SANCTUARY SECURITIES, INC.
August 22, 2005 - July 17, 2006
KANASA FINANCIAL GROUP, LLC
January 7, 2003 - February 9, 2005
CITIGROUP GLOBAL MARKETS INC.
January 2, 2003 - February 9, 2005
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
KANASA FINANCIAL GROUP, LLC
CRD#: 136120 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 5,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
