Daniel Thomas has been an investment adviser representative at Provision Asset since February 2023, and is not listed among the firm’s executive officers or direct owners.
Provision Asset, LLC is a firm with $151M under management, 463 clients and 6 advisers across 7 offices, as of its May 2026 filing.
Dan Thomas is a Financial Advisor of Provision Asset, LLC. Dan serves clients in Oklahoma and Texas, assisting them with a number of financial aspects of their retirement plans.
- Provision Asset, LLCCurrent– present · 3 yearsLittle Elm, TX · Adviser representative · Firm CRD 282183
Investment adviser representative registrations
Daniel Thomas is registered as an investment adviser representative in Texas, since February 2023.
- TexasSince 6 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7686978
- Firm
- Provision Asset · CRD 282183
- Office
- Little Elm, TX
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- provisionasset.com
Where does Daniel Thomas work?
Daniel Thomas is an investment adviser representative registered through Provision Asset, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Thomas a financial advisor?
Yes. Daniel Thomas has a current investment-adviser registration in Texas, through Provision Asset since February 2023.
How many years of experience does Daniel Thomas have?
Daniel Thomas has 3 years in the financial industry, since February 2023, across 1 adviser firm.
What exams has Daniel Thomas passed?
Daniel Thomas passed the Series 65 in December 2022.
Where is Daniel Thomas based?
Daniel Thomas’ registered office is in Little Elm, TX.
Is Daniel Thomas registered with FINRA?
No. Daniel Thomas has no current broker registration.
How can I verify Daniel Thomas’ record?
Search CRD 7686978 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Thomas’ full registration record.