Thomas Sims is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-06-09 | present | Yes |
| MAI CAPITAL MANAGEMENT, LLC | 2023-11-21 | 2025-07-22 | — |
| VANGUARD ADVISERS, INC. | 2017-04-19 | 2023-10-03 | — |