DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Terry L Thomason

Elite Wealth Management, Inc.independent RIAKirkland, WaIA-onlyIAPD 4831285

Feed of 09/14/2026

Also filed as Terry L Thomason

At current firm

1 y

since Jul 10, 2025

In the industry

20 y

since Aug 17, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Elite Wealth Management, Inc. independent RIA current
since Jul 10, 2025 · Kirkland, Wa
Clarity Capital Partners former
Feb 5, 2021 to Jul 17, 2025 · Bellevue, Wa
Fidelity Personal And Workplace Advisors former
Mar 7, 2019 to Dec 7, 2020 · Bellevue, Wa
U.S. Bancorp Advisors, LLC BD affiliated
Oct 30, 2013 to Feb 19, 2019 · Bellevue, Wa
U.S. Bancorp Investments, Inc. former
May 3, 2011 to Oct 29, 2013 · Seattle, Wa
Chase Investment Services Corp. former
May 2, 2009 to May 4, 2011 · Renton, Wa
Wamu Investments, Inc. unclassified
Oct 17, 2008 to May 2, 2009 · Renton, Wa
Edward Jones national BD
Apr 10, 2007 to Oct 6, 2008 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Clarity Capital Partners to Elite Wealth Management, Inc.
left Jul 17, 2025, registered Jul 10, 2025 (-7 days) · RIA to RIA
Fidelity Personal And Workplace Advisors to Clarity Capital Partners
left Dec 7, 2020, registered Feb 5, 2021 (60 days) · Affiliated broker-dealer or bank to independent RIA
U.S. Bancorp Advisors, LLC to Fidelity Personal And Workplace Advisors
left Feb 19, 2019, registered Mar 7, 2019 (16 days) · Affiliated broker-dealer or bank to another
U.S. Bancorp Investments, Inc. to U.S. Bancorp Advisors, LLC
left Oct 29, 2013, registered Oct 30, 2013 (1 days) · Other
Chase Investment Services Corp. to U.S. Bancorp Investments, Inc.
left May 4, 2011, registered May 3, 2011 (-1 days) · Other
Wamu Investments, Inc. to Chase Investment Services Corp.
left May 2, 2009, registered May 2, 2009 (0 days) · corporate re-registration, not a move
Edward Jones to Wamu Investments, Inc.
left Oct 6, 2008, registered Oct 17, 2008 (11 days) · Other

Signals

Terry L Thomason left Clarity Capital Partners for Elite Wealth Management, Inc. (registered 2025-07-10)
Jul 17, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address