CIO · Global Wealth Management Investment Advisory, Inc.
John S. Thomas
CRD 4679845 · Named on Form ADV at one SEC-registered adviser
At a glance
Global Wealth Management Investment Advisory, Inc., an SEC-registered wealth manager based in Fort Lauderdale, FL with $723 million in regulatory assets, lists John S. Thomas on its Form ADV as CIO, a control person.
Firms and roles
- Global Wealth Management Investment Advisory, Inc.CIOWealth manager · Fort Lauderdale, FL · $723M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Andrew M. CostaCEO, Global Wealth Management Investment Advisory, Inc.
- Christopher G. ConnessDirector, Global Wealth Management Investment Advisory, Inc.
- Lejeana L. LoveChief Compliance Officer, Global Wealth Management Investment Advisory, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.