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500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-06 |
| NJ | RA | APPROVED | 2017-03-01 |
| PA | RA | APPROVED | 2017-02-20 |
Branch Locations
500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrive Capital Management, Llc | Fort Washington | PA | 02/2017 | Present |
| Thrive Financial Services, Llc | Fort Washinton | PA | 03/2011 | Present |
| Thrive Insurance Group, Llc | Fort Washington | PA | 05/2017 | Present |
Mr. Elam has been the Vice President of Colony Pools Service of PA, a swimming pool maintenance and servicing company located at307 Westtown Road West C hester PA 19382 since December 2020. This is a non-investment related business. Mr. Elam devotes approximately 2 hours/month to this business; 0 hours during securities trading hours. His duties relating to this other business involve strategic planning and finances. Mr. Elam is the partial owner of Colony Pressure washing, LLC, located at 307 Westtown Road West Chester PA 19382. He does not spend any time on this activity. Mr. Elam is the owner of a real estate partnership, Elam Corporate Center. This company owns the building which Colony Pools and Colony Pressure Washing operates out of.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-29 |
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