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DAVID THOMAS,CPA,ESQ., PC
CRD 317778
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