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Corey Michael Cohee

Thrive Capital Management, LLC

Fort Washington, PA

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Current Employers
Thrive Capital Management, Llc

500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-02
PA RA APPROVED 2026-02-06
  • NJ RA
    APPROVED
    Since 2026-03-02
  • PA RA
    APPROVED
    Since 2026-02-06

Branch Locations

500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Newark DE 05/2015 08/2019
Cohee Family Office West Chester PA 07/2019 07/2020
Edward Jones Saint Louis MO 07/2020 01/2022
Clarfeld Financial Advisors Tarrytown NY 01/2022 12/2024
Citizens Securities, Inc. Glen Mills PA 01/2022 01/2025
Thrive Capital Management, Llc Fort Washington PA 01/2026 Present
Sabbatical West Chester PA 01/2025 12/2025
  • 05/2015 → 08/2019
    Tiaa
    Newark, DE
  • 07/2019 → 07/2020
    Cohee Family Office
    West Chester, PA
  • 07/2020 → 01/2022
    Edward Jones
    Saint Louis, MO
  • 01/2022 → 12/2024
    Clarfeld Financial Advisors
    Tarrytown, NY
  • 01/2022 → 01/2025
    Citizens Securities, Inc.
    Glen Mills, PA
  • 01/2026 → Present
    Thrive Capital Management, Llc
    Fort Washington, PA
  • 01/2025 → 12/2025
    Sabbatical
    West Chester, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-13
S63 Uniform Securities Agent State Law Examination 2002-11-22
  • S66 Uniform Combined State Law Examination
    2012-10-13
  • S63 Uniform Securities Agent State Law Examination
    2002-11-22
Designations
Other Names
  • Corey M Cohee
  • Corey Michael Cohee

View on SEC IAPD

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KATHLEEN MARIE BALTRA
CAULDON DEAN QUINN
GLENN DAVID MEYER
CORY SCOTT MEYER

Other Offices

BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA
BARRISTER · FORT WASHINGTON, PA
COMMONWEALTH FINANCIAL NETWORK · FORT WASHINGTON, PA
FORVIS MAZARS WEALTH ADVISORS, LLC · Fort Washington, PA
BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · FORT WASHINGTON, PA
MML INVESTORS SERVICES, LLC · Fort Washington, PA
BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA

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