Thomas G. Teal

DIGITAL WEALTH PARTNERS

Anchorage, KY

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CRD#: 7053715

Professional summary

Thomas George Teal, CFP®, who also goes by Thomas George Teal, is a registered financial advisor currently at DIGITAL WEALTH PARTNERS located in Anchorage, Kentucky.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Thomas has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas George Teal

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. 100% OWNER, SEEK&BEE, LLC., 801 SHADY LN, ANCHORAGE, , KENTUCKY, 40223, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 05/29/2019, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER, SALES, OPERATIONS, MARKETING, FULFILLMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas George Teal'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®

CRD#: 2881

LOUISVILLE, KY

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".

DIGITAL WEALTH PARTNERS

DIGITAL WEALTH PARTNERS | DIGITAL WEALTH PARTNERS LLC

CRD#: 328627 / SEC#: 801-129045

RIA

Registered Investment Advisory firm - (11/9/2023 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

Kentucky
(5/22/2025)

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: 3/29/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/6/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/13/2019

Securities Industry Essentials Examination

Current Firm

DIGITAL WEALTH PARTNERS

DIGITAL WEALTH PARTNERS | DIGITAL WEALTH PARTNERS LLC

CRD#: 328627 / SEC#: 801-129045

RIA

Registered Investment Advisory firm - (11/9/2023 Approved)

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Contact information

Main Address

5910 North Central Expressway Suite 1450, Dallas, TX 75206

Mailing Address

Phone number

(307) 396-0295

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - DIGITAL WEALTH PARTNERS NOVEMBER 2025 (11/11/2025)

Regulatory assets under management

Total Number of Accounts	1,398
AUM (Assets Under Management)	$ 588,961,725

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

Thomas G. Teal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas George Teal's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTERLINE WEALTH ADVISORS, LLC

THE GLEASON GROUP, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

DIGITAL WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/29/2019

Series 7TO

Date: 3/6/2019

SIE

Date: 2/13/2019

Current Firm

DIGITAL WEALTH PARTNERS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIGITAL WEALTH PARTNERS

TRUST BUT VERIFY

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