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RIA / WealthAdvisorCertified Financial Planner24 years in industry

CHRISTOPHER BRIAN THOM

Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.

Akron, OH | AKRON, OH

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Search this name across graphsid dfx:ria:f77d0a3b-b2db-d945-830c-7d0890ae6d73

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 1
Observed: Aug 22, 2005 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Christopher Brian Thom

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: SEQUOIA FINANCIAL GROUP, L.L.C.
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: Oct 11, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Oct 11, 2001
First registration: Aug 22, 2005
Dual registered: no
IAPD individual key: 3137473

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
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Jun 17, 2024	n/a	yes	Akron, OH\|AKRON, OH	Current employment
POLARIS WEALTH ADVISORY GROUP	Former SEC adviser	Mar 17, 2023	Nov 8, 2023	no	Fort Worth, TX\|SAN RAFAEL, CA	Previous registration
RWA WEALTH PARTNERS	Independent wealth	Mar 17, 2023	May 6, 2024	no	BOSTON, MA\|Fort Worth, TX	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Apr 14, 2020	Mar 10, 2023	no	LONE TREE, CO\|FORT WORTH, TX	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Oct 24, 2012	Dec 2, 2019	no	ENGLEWOOD, CO\|ORLANDO, FL\|ENGLEWOOD, CO\|Lone Tree, CO	Previous registration
JWA FINANCIAL GROUP, INC.	Former SEC adviser	Sep 19, 2011	Oct 3, 2012	no	DALLAS, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Apr 5, 2006	Sep 13, 2011	no	SAN ANTONIO, TX	Previous registration
SIGNAL SECURITIES, INC.	Independent wealth	Aug 22, 2005	Mar 28, 2006	no	ARLINGTON, TX\|ARLINGTON, TX	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
RWA WEALTH PARTNERS	SEQUOIA FINANCIAL GROUP, L.L.C.	May 6, 2024	Jun 17, 2024	42	Firm change	RIA to RIA
POLARIS WEALTH ADVISORY GROUP	RWA WEALTH PARTNERS	Nov 8, 2023	Mar 17, 2023	-236	Firm change after gap	RIA to RIA
EDELMAN FINANCIAL ENGINES	POLARIS WEALTH ADVISORY GROUP	Mar 10, 2023	Mar 17, 2023	7	Firm change	RIA to RIA
SCHWAB WEALTH ADVISORY, INC.	EDELMAN FINANCIAL ENGINES	Dec 2, 2019	Apr 14, 2020	134	Firm change	Ibd to RIA
JWA FINANCIAL GROUP, INC.	SCHWAB WEALTH ADVISORY, INC.	Oct 3, 2012	Oct 24, 2012	21	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	JWA FINANCIAL GROUP, INC.	Sep 13, 2011	Sep 19, 2011	6	Firm change	Other
SIGNAL SECURITIES, INC.	USAA FINANCIAL PLANNING SERVICES	Mar 28, 2006	Apr 5, 2006	8	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
158718:156984:CA:2023-11-07	Nov 8, 2023	Mar 17, 2023	SAN RAFAEL, CA	Firm change after gap

Relationships

Registered with (8)

→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: current employment
Jun 17, 2024 to presentfactForm ADV
→ RWA WEALTH PARTNERSRegistered adviserregistration: previous registration
Mar 17, 2023 to May 6, 2024factForm ADV
→ POLARIS WEALTH ADVISORY GROUPRegistered adviserregistration: previous registration
Mar 17, 2023 to Nov 8, 2023factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Apr 14, 2020 to Mar 10, 2023factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Oct 24, 2012 to Dec 2, 2019factForm ADV
→ JWA FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Sep 19, 2011 to Oct 3, 2012factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 5, 2006 to Sep 13, 2011factForm ADV
→ SIGNAL SECURITIES, INC.Registered adviserregistration: previous registration
Aug 22, 2005 to Mar 28, 2006factForm ADV

Dated events

Occurred
May 6, 2024
Advisor changed firm
Christopher Brian Thom left Rwa Wealth Partners for Sequoia Financial Group, L.L.C. (registered 2024-06-17)
Form ADVobserved 4 days ago
Occurred
Nov 8, 2023
Advisor changed firm
Christopher Brian Thom left Polaris Wealth Advisory Group for Rwa Wealth Partners (registered 2023-03-17)
Form ADVobserved 4 days ago
Occurred
Mar 10, 2023
Advisor changed firm
Christopher Brian Thom left Edelman Financial Engines for Polaris Wealth Advisory Group (registered 2023-03-17)
Form ADVobserved 4 days ago