Thomas Melburn has been an investment adviser representative at Aegis Wealth Group since January 2023, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Group, LLC is a Midvale, UT firm with $248M under management, 803 clients and 15 advisers across 2 offices, as of its July 2026 filing.
Thomas Melburn’s longest registration was 4 years at Cambria Capital LLC (2017–2021). Before joining Aegis Wealth Group in 2023, Thomas Melburn was registered through Kingswood Wealth Advisors, LLC and Benchmark Advisory Services, LLC.
- MHL InvestmentsAlso current– present · 3 yearsMidvale, UT · Adviser representative and broker · Firm CRD 2535
- Kingswood Wealth Advisors, LLC– · under a yearTaylorsville, UT · Adviser representative · Firm CRD 288792
- Benchmark Advisory Services, LLC– · under a yearTaylorsville, UT · Adviser representative · Firm CRD 305662
- Cambria Capital LLC– · 4 yearsSalt Lake City, UT · Adviser representative · Firm CRD 133760
Investment adviser representative registrations
Thomas Melburn is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2023; the most recent is Texas, in April 2023.
- TexasResidentSince 3 April 2023
- UtahSince 4 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 July 2016 |
| Series 7 | General Securities Representative Examination | 24 May 2016 |
| Series 3 | National Commodity Futures Examination | 26 August 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- CRD
- 6645499
- Firm
- Aegis Wealth Group · CRD 222515
- Office
- 6900 SOUTH 900 EAST, SUITE 200, Midvale, UT 84047
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Thomas Melburn work?
Thomas Melburn is an investment adviser representative registered through Aegis Wealth Group, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Melburn a financial advisor?
Yes. Thomas Melburn has a current investment-adviser registration in Texas and Utah, through Aegis Wealth Group since January 2023.
How many years of experience does Thomas Melburn have?
Thomas Melburn has 10 years in the financial industry, since May 2016, across 5 adviser firms.
What exams has Thomas Melburn passed?
Thomas Melburn has passed 3 licensing exams: the Series 3, Series 7 and Series 66. The earliest, the Series 3, was passed in August 2014. FINRA credited Thomas Melburn with the SIE, which began in October 2018.
Where did Thomas Melburn work before Aegis Wealth Group?
Before Aegis Wealth Group, Thomas Melburn was registered through Kingswood Wealth Advisors, LLC, January 2022 to December 2022; Benchmark Advisory Services, LLC, August 2021 to January 2022; Cambria Capital LLC, May 2017 to June 2021.
Where is Thomas Melburn based?
Thomas Melburn’s registered office is in Midvale, UT.
Is Thomas Melburn registered with FINRA?
Yes. Thomas Melburn has a current broker registration, under CRD 6645499.
Source: FINRA BrokerCheck
How can I verify Thomas Melburn’s record?
Search CRD 6645499 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Thomas Melburn’s full registration record.