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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-04 |
Branch Locations
630 Freedom Business Center Drive, King Of Prussia, PA 19406 • United States
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrive Capital Management, Llc | Fort Washington | PA | 05/2018 | 07/2019 |
| Thrive Financial Services, Llc | Fort Washington | PA | 12/2015 | 05/2018 |
| Ameritas | Coatesville | PA | 07/2019 | 02/2022 |
| Allstate Insurance Company | Exton | PA | 04/2022 | 11/2023 |
| Alliance America | Coatesville | PA | 11/2023 | 08/2024 |
| Usa Benefits Group | Coatesville | PA | 08/2024 | 07/2025 |
| Altitude Capital Management Llc | Des Moines | IA | 08/2025 | Present |
ANTHONY J MASCHERINO CPA, NOT INVESTMENT RELATED; DOWNINGTOWN, PENNSYLVANIA; ASSISTS WITH INDIVIDUAL TAX RETURN PREPARATION; ACTIVE DURING TAX SEASON (FEBRUARY - APRIL); 20 HOURS PER MONTH DURING TRADING HOURS. ON THE GO KIDS; DOWNINGTOWN, PENNSYLVANIA; NOT INVESTMENT RELATED; CHILDREN TRANSPORTATION TO SCHOOL; DRIVER; STARTED MAY 2026; APPROXIMATELY 140 HOURS PER MONTH WITH 100 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-22 |
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