Unclaimed Profile

Mckay Joseph Thomason

PLATO'S PHILOSOPHY, LLC·VENTURA, California

SIE, Series 7TO, Series 27, Series 65Clean record2 years registeredPLATO'S PHILOSOPHY, LLC

8164 PLATINUM STREET, VENTURA, CA 93004CRD# 7657262Firm CRD# 319564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mckay Joseph Thomason · VENTURA, CA

Registration

CRD #7657262 · PLATO'S PHILOSOPHY, LLC · 2 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLATO'S PHILOSOPHY, LLC

PLATO'S PHILOSOPHY, LLC

Oct 2024 – Feb 2025

VENTURA, CA

PLATO'S PHILOSOPHY, LLC

Oct 2023 – Jun 2024

VENTURA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 27

Series 65

Registration record

First registered · October 12, 2023

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLATO'S PHILOSOPHY, LLC

CRD 319564 · SEC 801-126714

AUM

$39M

Regulatory assets under management

Employees

1 client accounts

Services offered by PLATO'S PHILOSOPHY, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at PLATO'S PHILOSOPHY, LLC →

Introduction

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Frequently Asked Questions

What services does Mckay Joseph Thomason offer?

Mckay Joseph Thomason specializes in Investment Management.

What are Mckay Joseph Thomason's credentials?

Mckay Joseph Thomason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mckay Joseph Thomason located?

Mckay Joseph Thomason is based in VENTURA, California, last registered with PLATO'S PHILOSOPHY, LLC.

How does Mckay Joseph Thomason charge for services?

Mckay Joseph Thomason's firm is compensated through other: fixed basis points of overall expense ratio. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLATO'S PHILOSOPHY, LLC?

PLATO'S PHILOSOPHY, LLC has approximately 4 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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