Unclaimed Profile

Thomas James Dickinson

MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC·GENEVA, Illinois

Series 7, Series 63, Series 65Clean record18 years registeredMIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC

816 SOUTH STREET, GENEVA, IL 60134CRD# 1275145Firm CRD# 139363

Profile Verification

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

Identity

Thomas James Dickinson · GENEVA, IL

Registration

CRD #1275145 · MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC

MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC

Jul 2008 – Dec 2023

GENEVA, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 17, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC

CRD 139363 · SEC 801-66187

AUM

$35M

Regulatory assets under management

Employees

2 client accounts

Services offered by MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas James Dickinson offer?

Thomas James Dickinson specializes in Retirement Planning, Fee-Only Advisory.

What are Thomas James Dickinson's credentials?

Thomas James Dickinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas James Dickinson located?

Thomas James Dickinson is based in GENEVA, Illinois, last registered with MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC.

How does Thomas James Dickinson charge for services?

Thomas James Dickinson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC?

MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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