# JONES DAVID THOMAS

JONES DAVID THOMAS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CONCORD WEALTH PARTNERS](https://search.stillhousedata.com/firm/118643) | CHIEF COMPLIANCE OFFICER (CCO) | ABINGDON, VA |
| — | Form ADV | [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | MANAGER, PRESIDENT, CEO | NEW YORK, NY |
| — | Form ADV | [CATALYST INVESTMENT MANAGEMENT CO LLC](https://search.stillhousedata.com/firm/109252) | PRINCIPAL | NEW YORK, NY |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.