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GT

Geoffrey K. Thomas

INVST
Indianapolis, IN 46240
Some features on this profile are disabled
CRD#: 4629341
GT

Professional summary

Geoffrey Karr Thomas, who also goes by Geoff Thomas, Geoffery Karr Thomas, is a registered financial advisor currently at INVST, LLC located in Indianapolis, Indiana.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Geoffrey has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Geoff Thomas | Geoffery Karr Thomas

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 Geoffrey Karr 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

October 13, 2020 - Present

INVST, LLC

Office #1: 3625 E 96th St, Indianapolis, IN 46240
RIA
CRD#: 282863
Indianapolis, IN
Past

June 15, 2020 - September 23, 2020

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
CARMEL, IN
Past

May 8, 2019 - May 11, 2020

SKYWAY CAPITAL MARKETS, LLC

BD
CRD#: 124630
TAMPA, FL
Past

January 5, 2017 - March 20, 2019

STRATCAP SECURITIES, LLC

BD
CRD#: 151152
NEW YORK, NY
Past

April 12, 2011 - August 18, 2016

CNL SECURITIES CORP.

BD
CRD#: 10356
ORLANDO, FL

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".
IL
INVST, LLC
INVST | TOMORO | LEVINE FINANCIAL GROUP | KNIGHT FAMILY WEALTH | KILTER GROUP | JB CONSULTING, LLC | JARRED BUNCH CONSULTING, LLC | INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA
Registered Investment Advisory firm - (2/16/2016 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
Indiana
(10/13/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/15/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/2/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/11/2011
General Securities Representative Examination

Current Firm

IL
INVST, LLC
INVST | TOMORO | LEVINE FINANCIAL GROUP | KNIGHT FAMILY WEALTH | KILTER GROUP | JB CONSULTING, LLC | JARRED BUNCH CONSULTING, LLC | INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA
Registered Investment Advisory firm - (2/16/2016 Approved)
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Contact information

Main Address
3625 E 96th St, Indianapolis, IN 46240
Mailing Address
Phone number
(317) 202-1891
Established
Firm type
Fiscal year end
# of Employees
65

SEC notice filing (41 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE INVST LLC (12/26/2025)
ADV PART 2A BROCHURE INVST LLC (6/11/2025)
ADV PART 2A FOR LEVINE FINANCIAL GROUP (6/11/2025)
ADV PART 2A FOR TOMORO (6/11/2025)

Regulatory assets under management

Total Number of Accounts6,777
AUM (Assets Under Management)$ 1,786,624,623

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

INVST, LLC

CRD#: 282863Indianapolis, IN 46240

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