Brian Thomson has been an investment adviser representative at Affinity Wealth Management since June 2020, and is not listed among the firm’s executive officers or direct owners.
Affinity Wealth Management LLC is a Wilmington, DE firm with $873M under management, 664 clients and 11 advisers in one office, as of its April 2026 filing.
- – present · 6 yearsWilmington, DE · Adviser representative · Firm CRD 290735
Investment adviser representative registrations
Brian Thomson is registered as an investment adviser representative in Delaware, since June 2020.
- DelawareSince 19 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 June 2020 |
| Series 7TO | General Securities Representative Examination | 11 July 2019 |
| SIE | Securities Industry Essentials Examination | 31 May 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Brian Wallace Thomson
- CRD
- 7138350
- Firm
- Affinity Wealth Management · CRD 290735
- Office
- 2751 CENTERVILLE ROAD, SUITE 110, Wilmington, DE 19808
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Thomson work?
Brian Thomson is an investment adviser representative registered through Affinity Wealth Management LLC since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Brian Thomson a financial advisor?
Yes. Brian Thomson has a current investment-adviser registration in Delaware, through Affinity Wealth Management since June 2020.
How many years of experience does Brian Thomson have?
Brian Thomson has 6 years in the financial industry, since May 2020, across 1 adviser firm.
What exams has Brian Thomson passed?
Brian Thomson has passed 3 licensing exams: the SIE, Series 7TO and Series 65. The earliest, the SIE, was passed in May 2019.
Where is Brian Thomson based?
Brian Thomson’s registered office is in Wilmington, DE.
Is Brian Thomson registered with FINRA?
No. Brian Thomson has no current broker registration.
How can I verify Brian Thomson’s record?
Search CRD 7138350 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Thomson’s full registration record.
