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1000 Madison Avenue Suite 208, Audubon, PA 19403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-10-10 |
Branch Locations
1000 Madison Avenue Suite 208, Audubon, PA 19403 • United States
350 Sentry Parkway, Suite 205 Building 670, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrive Wealth Management, Llc | Audubon | PA | 10/2013 | Present |
Mr. Erfle is a 50% owner of A TWM JV, LLC, which is a partner in Singularity Planning Group, LLC. Mr. Erfle provides financial planning services to Singularity Planning Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-18 |
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