Brian W. Thomson

AFFINITY WEALTH MANAGEMENT LLC

WILMINGTON, DE 19808

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CRD#: 7138350

Professional summary

Brian Wallace Thomson Jr, CFP®, who also goes by Brian Wallace Thomson, is a registered financial advisor currently at AFFINITY WEALTH MANAGEMENT LLC located in Wilmington, Delaware.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brian has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Wallace Thomson

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 Brian Wallace Thomson Jr'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

June 19, 2020 - Present

AFFINITY WEALTH MANAGEMENT LLC

Office #1: 2751 Centerville Road Suite 110, Wilmington, DE 19808

RIA

CRD#: 290735

WILMINGTON, DE

Past

July 11, 2019 - August 14, 2019

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

NEWARK, DE

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".

AFFINITY WEALTH MANAGEMENT LLC

CRD#: 290735 / SEC#: 801-112231

RIA

Registered Investment Advisory firm - (1/12/2018 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

Delaware
(6/19/2020)

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 65

Date: 6/19/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/11/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/31/2019

Securities Industry Essentials Examination

Current Firm

AFFINITY WEALTH MANAGEMENT LLC

CRD#: 290735 / SEC#: 801-112231

RIA

Registered Investment Advisory firm - (1/12/2018 Approved)

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Contact information

Main Address

2751 Centerville Road Suite 110, Wilmington, DE 19808

Mailing Address

Phone number

(302) 652-6767

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1- WRAP PROGRAM BROCHURE (3/17/2025)

FORM ADV2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,895
AUM (Assets Under Management)	$ 760,080,858

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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Brian W. Thomson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Wallace Thomson Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

AFFINITY WEALTH MANAGEMENT LLC

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

AFFINITY WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/19/2020

Series 7TO

Date: 7/11/2019

SIE

Date: 5/31/2019

Current Firm

AFFINITY WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AFFINITY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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