Mckay Thomason (CRD# 7657262) is an Investment Advisor Representative working at Plato's Philosophy, LLC in Ventura, CA and has 1 year of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suithack, LLC | Ventura, CA | Oct 2023 - Current | < 1 |
| Plato's Philosophy, LLC | Ventura, CA | Jun 2022 - Current | 1 |
| House Hack, Inc. | Ventura, CA | Jun 2022 - Current | 1 |
| The Paffrath Organization | Ventura, CA | Jun 2022 - Current | 1 |
| The Paffrath Organization | Ventura, CA | Apr 2022 - May 2022 | < 1 |
| Clean Technologies | Gilbert, AZ | Jul 2021 - Apr 2022 | < 1 |
| Byu-pathway Worldwide | Gilbert, AZ | Jan 2021 - Dec 2021 | < 1 |
| Health Plan One | Gilbert, AZ | Jun 2020 - Jun 2021 | 1 |
| N/a | Gilbert, AZ | Apr 2020 - May 2020 | < 1 |
| The Church Of Jesus Christ Of Latter-day Saints | Concepcion, | Aug 2018 - Mar 2020 | 1 |
| N/a | Gilbert, AZ | Jun 2018 - Jul 2018 | < 1 |
| N/a | Gilbert, AZ | Jan 2012 - May 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CA
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$39,440,000
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
CA
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