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RIA / WealthAdvisor39 years in industry

Thomas Schorn

Advisor at SCHORN WEALTH

ENGLEWOOD, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 10, 1998 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHORN WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 18, 1997
First registration: Jul 10, 1998
Dual registered: no
Other names: THOMAS MARIO SCHORN
IAPD individual key: 2928253

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHORN WEALTH	Independent wealth	Jun 28, 2019	n/a	yes	ENGLEWOOD, FL	Current employment
CADARET GRANT & CO INC	Former SEC adviser	Dec 17, 2020	Jun 17, 2021	no	JOHNSTOWN, PA\|Sarasota, FL	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jun 14, 2012	Jul 2, 2019	no	WEST CHESTER, PA\|SARASOTA, FL	Previous registration
FIRST ALLIED SECURITIES, INC.	Former SEC adviser	Jan 11, 2005	Jul 2, 2012	no	SARASOTA, FL\|DALLAS, PA\|WEST CHESTER, PA\|Sarasota, FL	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Jul 10, 1998	Jan 11, 2005	no	WEST CHESTER, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CADARET GRANT & CO INC	n/a	Jun 17, 2021	n/a	n/a	Departure no registered destination	Departure
FIRST ALLIED ADVISORY SERVICES, INC.	SCHORN WEALTH	Jul 2, 2019	Jun 28, 2019	-4	Firm change	Ibd to new firm
FIRST ALLIED SECURITIES, INC.	FIRST ALLIED ADVISORY SERVICES, INC.	Jul 2, 2012	Jun 14, 2012	-18	Bulk transfer	Other
AVANTAX ADVISORY SERVICES	FIRST ALLIED SECURITIES, INC.	Jan 11, 2005	Jan 11, 2005	0	Firm change	Other

Relationships

Registered with (5)

→ SCHORN WEALTHRegistered adviserregistration: current employment
Jun 28, 2019 to presentfactForm ADV
→ CADARET GRANT & CO INCRegistered adviserregistration: previous registration
Dec 17, 2020 to Jun 17, 2021factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jun 14, 2012 to Jul 2, 2019factForm ADV
→ FIRST ALLIED SECURITIES, INC.Registered adviserregistration: previous registration
Jan 11, 2005 to Jul 2, 2012factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Jul 10, 1998 to Jan 11, 2005factForm ADV

Dated events

No dated event names this entity yet.