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500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-24 |
| PA | RA | APPROVED | 2024-03-28 |
Branch Locations
500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • 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 | 03/2024 | Present |
| Rl Cake Designs, Llc | Southampton | PA | 10/2011 | Present |
10/2011-PRESENT; SOLE OWNER OF R.L. CAKE DESIGNS, LLC. NON-INVESTMENT RELATED Approximately 10-15 hours per week after business hours and on weekends. Designing custom cakes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-09 |
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