Terry L. Thomason

ELITE WEALTH MANAGEMENT

Kirkland, WA 98033

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CRD#: 4831285

Professional summary

Terry L Thomason, who also goes by Terry Lyn Thomason, Terry L Thomason, is a registered financial advisor currently at ELITE WEALTH MANAGEMENT, INC. located in Kirkland, Washington.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Terry has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terry Lyn Thomason | Terry L Thomason

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.

(1) Edmonds Devoted Family Care, LLC (2) Not investment related (3) 21927 82nd PL W, Edmonds, Wa 98026. (4) Senior care (5) President (6) 10/3/2016 (7) 2.5 hours per month outside of business hours. (8) Zero hours during trading times and business hours; 8AM to 5PM.(9) Payroll, billing, insurance. No operations or management activities (1) Edmonds Warriors Junior Football (2) Not investment related (3) 7600 212th St SW, Edmonds, WA 98026. ( 4) Youth Tackle Football (5) Head Coach (6) 8/4/25 (Future) (7) 32 hours per month August, 24 hours per month September and October. Season completes in October. (9) Build and foster team culture to focus on fun, elevating skills, and learning fundamentals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry L Thomason'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

July 10, 2025 - Present

ELITE WEALTH MANAGEMENT, INC.

Office #1: 1014 Market Street Suite 100, Kirkland, WA 98033

RIA

CRD#: 132122

Kirkland, WA

Past

February 5, 2021 - July 17, 2025

CLARITY CAPITAL PARTNERS

RIA

CRD#: 129898

Bellevue, WA

Past

December 23, 2020 - May 2, 2025

EDWARD JONES

CRD#: 250

CITRUS HEIGHTS, CA

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".

ELITE WEALTH MANAGEMENT, INC.

CRD#: 132122 / SEC#: 801-63310

RIA

Registered Investment Advisory firm - (7/2/2004 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

Washington
(7/10/2025)

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: 4/7/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/17/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/2006

General Securities Representative Examination

Current Firm

ELITE WEALTH MANAGEMENT, INC.

CRD#: 132122 / SEC#: 801-63310

RIA

Registered Investment Advisory firm - (7/2/2004 Approved)

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Contact information

Main Address

1014 Market Street Suite 100, Kirkland, WA 98033

Mailing Address

Phone number

(425) 828-4300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ELITE WEALTH MANAGEMENT PART 2A & 2B (2/11/2025)

Regulatory assets under management

Total Number of Accounts	1,914
AUM (Assets Under Management)	$ 996,082,300

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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Advisor Monitoring

Firm Stability Insights

Terry L. Thomason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry L Thomason's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARITY CAPITAL PARTNERS

AMERICAN TRUST INVESTMENT SERVICES, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

U.S. BANCORP ADVISORS, LLC

U.S. BANCORP ADVISORS, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WAMU INVESTMENTS, INC.

WAMU INVESTMENTS, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

ELITE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/7/2007

Series 63

Date: 8/17/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/14/2006

Current Firm

ELITE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELITE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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