Tobin Thomas has been an investment adviser representative at Plan Group Financial since January 2026, and is not listed among the firm’s executive officers or direct owners.
Plan Group Financial, Inc. is an Oklahoma City, OK firm with $690M under management, 1,221 clients and 17 advisers across 9 offices, as of its October 2026 filing.
Tobin Thomas’ longest registration was 5 years at Eagle Strategies LLC (2020–2026). Before joining Plan Group Financial in 2026, Tobin Thomas was registered through Eagle Strategies LLC.
- Plan Group Financial, Inc.Current– present · under a yearOklahoma City, OK · Adviser representative · Firm CRD 116508
- Eagle Strategies LLC– · 5 yearsOklahoma City, OK · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Tobin Thomas is registered as an investment adviser representative in 3 states. The first approvals date from January 2026; the most recent is Florida, in October 2026.
- FloridaSince 12 October 2026
- OklahomaSince 11 January 2026
- TexasSince 28 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 10 September 2020 |
| Series 7TO | General Securities Representative Examination | 18 July 2020 |
| SIE | Securities Industry Essentials Examination | 6 March 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Tobin Babu Thomas
- CRD
- 7085993
- Firm
- Plan Group Financial · CRD 116508
- Office
- 101 N.E. 82ND STREET, SUITE 200, Oklahoma City, OK 73114
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Tobin Thomas work?
Tobin Thomas is an investment adviser representative registered through Plan Group Financial, Inc. since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Tobin Thomas a financial advisor?
Yes. Tobin Thomas has a current investment-adviser registration in Florida, Oklahoma and Texas, through Plan Group Financial since January 2026.
How many years of experience does Tobin Thomas have?
Tobin Thomas has 6 years in the financial industry, since July 2020, across 2 adviser firms.
What exams has Tobin Thomas passed?
Tobin Thomas has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in March 2020.
Where is Tobin Thomas based?
Tobin Thomas’ registered office is in Oklahoma City, OK.
Is Tobin Thomas registered with FINRA?
Yes. Tobin Thomas has a current broker registration, under CRD 7085993.
Source: FINRA BrokerCheck
How can I verify Tobin Thomas’ record?
Search CRD 7085993 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Tobin Thomas’ full registration record.