Role at Touchstone Advisors
- Title on Schedule A
- Avp, Global Market Strategist
- Control
- R Thomas is not a control person of Touchstone Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- R Thomas has held the filed role since May 2018.
The firm
Form ADV filed 31 March 2026
Career on record
R Thomas has been registered through Touchstone Advisors since November 2017, and before that through One Compass Advisors and Mead Adam & Co Inc.
- Passed SIE · 2018
- Touchstone Advisors IncCurrent– present · 9 yearsCincinnati, OH · Adviser representative · Firm CRD 107028
- Passed Series 7 and Series 63 · 2009
- One Compass Advisors– · 3 yearsJeffersonville, IN · Adviser representative · Firm CRD 112029
- Mead Adam & Co Inc– · 4 yearsDayton, OH · Adviser representative · Firm CRD 110698
Registrations and exams
R Thomas has a current investment-adviser registration in Ohio and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Ohio | Investment adviser representative | Approved | 9 November 2017 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 8 October 2009 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 13 June 2009 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- R Crit Thomas
- CRD
- 4866306
- Registration status
- Investment adviser and broker registrations
- Office
- 303 BROADWAY, SUITE 1100, Cincinnati, OH 45202-4203
- Firm bio
- touchstoneinvestments.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Touchstone identifies Crit Thomas as its global market strategist. Touchstone Investments official leadership page
Common questions
Where does R Thomas work?
R Thomas has been Avp, Global Market Strategist of Touchstone Advisors Inc since May 2018.
Is R Thomas a financial advisor?
Yes. R Thomas has a current investment-adviser registration in Ohio, through Touchstone Advisors since November 2017, as of 18 October 2026.
How many years of experience does R Thomas have?
R Thomas has worked in the financial industry for 21 years as of 18 October 2026, counted from 17 December 2004, across 3 adviser firms.
What exams has R Thomas passed?
R Thomas has passed 3 licensing exams: the Series 7, Series 63 and SIE. The earliest, the Series 7, was passed in June 2009.
Where did R Thomas work before Touchstone Advisors?
Before Touchstone Advisors, R Thomas was registered through One Compass Advisors, March 2009 to February 2012; Mead Adam & Co Inc, October 2004 to March 2009.
Where is R Thomas based?
R Thomas’ registered office is in Cincinnati, OH.
Leadership at Touchstone Advisors
- Benjamin AlgePresident
- Timothy PaulinSR. Vice President Investment Research & Product Management
- Bradley WattersonAssistant Vice President, Investment Research
- Scott WittmanVice President, Tax
- Terrie Ann WiedenheftChief Financial Officer
- Timothy StearnsVP, Chief Compliance Officer
- Matthew BarryVP, Product Management & Head of Capital Markets
- Lindsay ConnellyAvp, Assistant Treasurer
- Jay JohnsonVP, Corporate Finance and Treasurer
- Anthony LazzeriAvp, Product Management & Capital Markets
- Teresa LucasVP, Assistant Treasurer, Fund Accounting, Financial Reporting, Tax
- Jill McGruderDirector
- John MusgroveAvp, Assistant Treasurer
- Jonathan NiemeyerDirector
- Tyler RennersSecretary
- Thomas SinglerAvp, Investment Strategy Specialist
- Julie SmithVP, Fund Administration and Operations
- Donald WuebblingDirector