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DAVID THOMAS,CPA,ESQ., PC

CRD 317778

Visit website

2340 MOORE ST, SAN DIEGO, CA, 92110, United States

Phone

619-821-7757

Fax

Registration

— (—)

Source

State registered

Total AUM

$0

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-01-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

All web addresses on file

Official SEC filing: View on IAPD