Thomas P. Porter
Professional summary
Thomas Patrick Porter, who also goes by Thomas Porter, Tom Porter, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Irvine, California.
Thomas is registered as a RR (Registered Representative) and started their career in finance in 2020. Thomas has worked at 2 firms and has passed the Series 63, SIE and Series 7TO exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Thomas Patrick Porter's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 25, 2025 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 18101 Von Karman Suite 1100, Irvine, CA 92612October 22, 2020 - May 19, 2021
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 8/25/2025
General Securities Representative ExaminationFINRA
Current Firm
FORESIDE FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
Red Flags
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