Bryan Thomas
Investment Adviser Representative at LPL Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bryan Thomas is an investment adviser representative with LPL Financial LLC in Washington, DC, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 4 firms, including T. ROWE Price Associates, Inc. and Momentum Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in District of Columbia and Illinois.
Registrations & licenses
- Investment adviser:
- District of Columbia, Illinois
- Broker:
4 states and territories
District of Columbia, Illinois, Maryland, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2017 – Nov 2017Washington, DC
- AccentureJan 2012 – Apr 2017Washington, DC
- Bank of America, NAApr 2017 – Nov 2017Washington, DC
- UnemployedNov 2017 – Feb 2018Washington, DC
- Morgan Stanley Smith Barney LLCFeb 2018 – Sep 2019Washington, DC
- Morgan Stanley Private Bank, N.A.Mar 2018 – Sep 2019New York, NY
- Momentum Advisors, LLCOct 2020 – Nov 2020New York, NY
- UnemployedOct 2019 – Oct 2020Washington, DC
- T. Rowe PriceJul 2021 – Jul 2023Baltimore, MD
- Maryland Women's Business CenterOct 2020 – Jul 2021Rockville, MD
- LPL Financial, LLCJul 2025 – no end date reportedMatteson, IL
- UnemployedJul 2023 – May 2025Washington, DC
- Forward GlobalMar 2025 – no end date reportedWashington, DC
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24,114
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-10970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at LPL Financial LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryan Thomas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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