Thomas Cole (CRD# 6904781) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 4 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usa Financial | Ada, MI | Aug 2021 - Current | 2 |
| Infinex Investments, Inc. | Meriden, CT | Dec 2019 - Aug 2021 | 1 |
| Flagstar Bank | Grand Rapids, MI | Aug 2019 - Aug 2021 | 2 |
| Principal Life Insurance Company | Lansing, MI | Jul 2019 - Aug 2019 | < 1 |
| Principal Securities Incorporated | Lansing, MI | Jul 2019 - Aug 2019 | < 1 |
| The Centennial Group | Lansing, MI | Apr 2019 - Jul 2019 | < 1 |
| Cottingham & Butler | Dubuque, IA | Nov 2016 - Mar 2019 | 2 |
| Universidad Europea | Madrid, | Oct 2016 - Oct 2017 | 1 |
| Kalamazoo College | Kalamazoo, MI | Jul 2015 - Oct 2016 | 1 |
| Kalamazoo Public Schools | Kalamazoo, MI | Jan 2015 - Oct 2016 | 1 |
| Pro Clean Car Wash | Dubuque, IA | Jan 2014 - Jul 2015 | 1 |
| Loras College | Dubuque, IA | Jul 2009 - Jul 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- MI
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Total Assets Under Management269MILLIONS
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Total Number of Accounts1,395ACCOUNTS
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Average Account Value$192,611
- A percentage of assets under your management
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