Thomas Klein is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with CHANGE WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CHANGE WEALTH ADVISORS, LLC | 2024-05-03 | present | Yes |
| PRIVATE CLIENT WEALTH ADVISORS, LLC | 2019-01-07 | 2024-05-17 | — |