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TN

Thomas D. Newbern

VRA PARTNERS
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 6966145
TN

Professional summary

Thomas Downs Newbern JR. is a registered financial professional currently at VRA PARTNERS, LLC located in Atlanta, Georgia.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 2018. Thomas has worked at 2 firms and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Thomas Downs Newbern JR.'s 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 27, 2023 - Present

VRA PARTNERS, LLC

Office #1: 3630 Peachtree Road Suite 1000, Atlanta, GA 30326
BD
CRD#: 142780
Atlanta, GA
Past

August 27, 2018 - May 15, 2023

CASCADIA CAPITAL, LLC

BD
CRD#: 101020
SEATTLE, WA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(10/27/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 12/17/2018
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 79
Date: 8/27/2018
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VP
VRA PARTNERS, LLC
VRA PARTNERS, LLC | VRH PARTNERS, LLC

CRD#: 142780 / SEC#: , 8-67489

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
3630 Peachtree Road Suite 1000, Atlanta, GA 30326
Mailing Address
3630 Peachtree Road Suite 1000, Atlanta, GA 30326
Phone number
(404) 835-1000
Established
Georgia since 06/01/2006
Firm type
Limited Liability Company
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
LOEFFLER, MARK ALLENMD, SECRETARY4177877
MATTHIAS, BROCK DAVIDMANAGING DIRECTOR2314883
MCCARTNEY, DOUGLAS JAMESMD, CCO2478640
SHERMAN, WILLIAM TECHUMSCHPRESIDENT, CEO2478675
MCRAE, CHARLES COLLIERMANAGING DIRECTOR5680842
KINZER, CAROL ANNFINANCIAL AND OPERATIONS PRINCIPAL/CFO4519471

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

VRA PARTNERS, LLC

CRD#: 142780Atlanta, GA 30326

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