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Thomas P. Chapman

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CRD#: 4968949
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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 Paul Chapman, who also goes by Tom Chapman, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 2005. Thomas had worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Chapman

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 2, 2016 - December 31, 2021

VELOCITY NORTH INVESTMENTS, INC.

RIA
CRD#: 284685
KETTLE FALLS, WA
Past

February 19, 2014 - August 24, 2016

QUARTERMASTER WEALTH MANAGEMENT, LLC

RIA
CRD#: 166807
TUSTIN, CA
Past

September 9, 2011 - October 23, 2013

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
MINNEAPOLIS, MN
Past

September 9, 2011 - October 23, 2013

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
TUSTIN, CA
Past

May 31, 2011 - February 2, 2012

LOGOS WEALTH ADVISORS, INC.

RIA
CRD#: 148522
RANCHO CUCAMONGA, CA
Past

April 30, 2010 - April 7, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
NEWPORT BEACH, CA
Past

January 28, 2010 - April 7, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
NEWPORT BEACH, CA
Past

May 8, 2008 - January 29, 2010

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
SAN JOSE, CA
Past

August 3, 2005 - January 29, 2010

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SAN JOSE, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/2/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


VN
VELOCITY NORTH INVESTMENTS, INC.
VELOCITY NORTH INVESTMENTS, INC.

CRD#: 284685 / SEC#:

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Contact information


Main Address
Kettle Falls, WA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


VELOCITY NORTH INVESTMENTS, INC.

CRD#: 284685

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