William Dale Thomas
Investment adviser representative at Oneseven
13 yearsExperience
2 statesRegistered in
$7.7BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- OnesevenJul 2025 to now
- Dwt Wealth Partners LLCJul 2025 to now
- One Seven dba Dwt WealthJul 2025 to now
- Purshe Kaplan SterlingJul 2025 to now
- Simplicity GroupJul 2025 to now
- William D Thomas LLCJan 2015 to now
- Dwt Wealth LLCFeb 2025 to Jul 2025
- The Wealth Advisory Group of Dilauro, Wracher & Thomas LLCJan 2024 to Feb 2025
- Raymond James Financial ServicesJan 2015 to Jul 2025
- Raymond James Financial Services Advisors Inc.,Jan 2015 to Jul 2025
- The Wealth Advisory Group of Dilauro, Wracher & Thomas LLCJan 2015 to Dec 2023
- Wt Investment Group LLCJun 2013 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2232352
- Firm CRD
- 283087