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Adam Burg

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 2026-05-29
PA RA APPROVED 2024-06-06
  • NJ RA
    APPROVED
    Since 2026-05-29
  • PA RA
    APPROVED
    Since 2024-06-06

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
Merrill Lynch Princeton Junction NJ 05/2011 05/2024
Bank Of America, N.A. Princeton Junction NJ 08/2011 05/2024
Thirve Capital Management Fort Washington PA 05/2024 Present
  • 05/2011 → 05/2024
    Merrill Lynch
    Princeton Junction, NJ
  • 08/2011 → 05/2024
    Bank Of America, N.A.
    Princeton Junction, NJ
  • 05/2024 → Present
    Thirve Capital Management
    Fort Washington, PA
Previous Registrations
  • 2011-06-10 → 2024-06-03
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Iselin, NJ
    New York, NY
    Plainsboro, NJ
    Princeton Junction, NJ
    Lahaska, PA
    Trevose, PA
    Newtown, PA
    West Trenton, NJ
    Philadelphia, PA
    Iselin, NJ
    Philadelphia, PA
    Iselin, NJ
    Philadelphia, PA
  • 2009-10-16 → 2011-05-16
    Dominick & Dickerman Llc
    Old Greenwich, CT
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-21
  • S66 Uniform Combined State Law Examination
    2003-04-21
Other Names
  • Adam H Burg

View on SEC IAPD

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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
J. W. COLE ADVISORS, INC.
EQUITA FINANCIAL NETWORK, INC.

Other Investors

CHARLES CLAUDE WEEKS
SEAN MICHAEL COOK
David Rucki
BRIAN MARK STIGLIANO
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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