Thomas Curtis has been Co-Founder of Wealth Management Partners since October 2020, is a control person of the firm and directly owns between 50% and 75% of it. Thomas Curtis holds an Undergraduate degree in finance from The Catholic University of America.
Wealth Management Partners, LLC is a Tucson, AZ firm with $794M under management, 799 clients and 6 advisers in one office, as of its September 2026 filing.
Thomas Curtis is Managing Partner and Financial Advisor of Wealth Management Partners. He co-founded the firm in 2005 and serves as branch manager. Since 1994 he has worked with individuals on financial management, with a focus on investment management, advanced planning and relationship management. He previously served as an Assistant Vice President at UBS Financial Services and at Merrill Lynch.
Thomas Curtis’ longest registration was 11 years at Raymond James Financial Services Advisors, Inc (2009–2020). Before joining Wealth Management Partners in 2020, Thomas Curtis was registered through Raymond James Financial Services Advisors, Inc and Wells Fargo Advisors Financial Network, LLC.
- – present · 6 yearsTucson, AZ · Adviser representative · Firm CRD 309790
- Raymond James Financial Services Advisors, Inc– · 11 yearsTucson, AZ · Adviser representative · Firm CRD 149018
- Wells Fargo Advisors Financial Network, LLC– · 3 yearsOro Valley, AZ · Adviser representative · Firm CRD 11025
- UBS Financial Services Inc.– · under a yearTucson, AZ · Adviser representative · Firm CRD 8174
Professional designations
Listed by Wealth Management Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Thomas Curtis is registered as an investment adviser representative in 2 states. Each was approved in October 2020.
- ArizonaSince 26 October 2020
- TexasSince 9 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 17 August 2005 |
| Series 31 | Futures Managed Funds Examination | 16 March 2004 |
| Series 24 | General Securities Principal Examination | 14 May 1996 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 21 July 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 April 1994 |
| Series 7 | General Securities Representative Examination | 24 March 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas Joseph Curtis
- CRD
- 2456332
- Firm
- Wealth Management Partners · CRD 309790
- Role
- Co-Founder
- Office
- 1980 E RIVER ROAD, SUITE 120, Tucson, AZ 85718
- Registration
- Investment adviser registration
- In the industry since
- April 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wmpaz.com
Where does Thomas Curtis work?
Thomas Curtis has been Co-Founder of Wealth Management Partners, LLC since October 2020, and is a control person of the firm.
Is Thomas Curtis a financial advisor?
Yes. Thomas Curtis has a current investment-adviser registration in Arizona and Texas, through Wealth Management Partners since October 2020.
How many years of experience does Thomas Curtis have?
Thomas Curtis has 32 years in the financial industry, since April 1994, across 4 adviser firms.
What exams has Thomas Curtis passed?
Thomas Curtis has passed 6 licensing exams: the Series 7, Series 63, Series 8, Series 24, Series 31 and Series 65. The earliest, the Series 7, was passed in March 1994. FINRA credited Thomas Curtis with the SIE, which began in October 2018.
Where did Thomas Curtis work before Wealth Management Partners?
Before Wealth Management Partners, Thomas Curtis was registered through Wells Fargo Advisors Financial Network, LLC, September 2005 to August 2009; UBS Financial Services Inc., April 2005 to August 2005.
Where is Thomas Curtis based?
Thomas Curtis’ registered office is in Tucson, AZ.
Is Thomas Curtis registered with FINRA?
No. Thomas Curtis has no current broker registration.
Is Thomas Curtis a CFP?
Wealth Management Partners lists Thomas Curtis with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Thomas Curtis’ record?
Search CRD 2456332 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Curtis’ full registration record.
