Kimberly Thomas has been an investment adviser representative at Muntz Financial since September 2025, and is not listed among the firm’s executive officers or direct owners.
Muntz Financial, LLC is a Doylestown, PA firm with $178M under management, 99 clients and 2 advisers in one office, as of its March 2026 filing.
Kimberly Thomas’ longest registration was 1 year at Thrive Capital Management, LLC (2024–2025). Before joining Muntz Financial in 2025, Kimberly Thomas was registered through Thrive Capital Management, LLC and CWM Advisory, LLC.
- Muntz Financial, LLCCurrent– present · 1 yearDoylestown, PA · Adviser representative · Firm CRD 145971
- Thrive Capital Management, LLC– · 1 yearFort Washington, PA · Adviser representative · Firm CRD 281347
- CWM Advisory, LLC– · under a yearOcean Pines, MD · Adviser representative · Firm CRD 299923
Investment adviser representative registrations
Kimberly Thomas is registered as an investment adviser representative in Pennsylvania, since September 2025.
- PennsylvaniaSince 26 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kimberly Beth Thomas
- CRD
- 5648312
- Firm
- Muntz Financial · CRD 145971
- Office
- 108 N. MAIN STREET, SUITE 202, Doylestown, PA 18901
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Kimberly Thomas work?
Kimberly Thomas is an investment adviser representative registered through Muntz Financial, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kimberly Thomas a financial advisor?
Yes. Kimberly Thomas has a current investment-adviser registration in Pennsylvania, through Muntz Financial since September 2025.
How many years of experience does Kimberly Thomas have?
Kimberly Thomas has 2 years in the financial industry, since February 2024, across 3 adviser firms.
What exams has Kimberly Thomas passed?
Kimberly Thomas passed the Series 65 in December 2023.
Where did Kimberly Thomas work before Muntz Financial?
Before Muntz Financial, Kimberly Thomas was registered through CWM Advisory, LLC, December 2023 to March 2024.
Where is Kimberly Thomas based?
Kimberly Thomas’ registered office is in Doylestown, PA.
Is Kimberly Thomas registered with FINRA?
No. Kimberly Thomas has no current broker registration.
How can I verify Kimberly Thomas’ record?
Search CRD 5648312 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kimberly Thomas’ full registration record.