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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 | 2026-03-26 |
| PA | RA | APPROVED | 2023-08-11 |
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 |
|---|---|---|---|---|
| Securian Financial Services | Saint Paul | MN | 07/2020 | 04/2021 |
| Minnesota Life Insurance Company | Saint Paul | MN | 07/2020 | 04/2021 |
| Allied Wealth Partners | Mt. Laurel | NJ | 07/2020 | 04/2021 |
| Forerunner Capital Management | Clarks Summit | PA | 07/2016 | 06/2020 |
| Securian Financial Services | Saint Paul | MN | 06/2020 | 07/2020 |
| Allied Wealth Partners | Mt. Laurel | NJ | 06/2020 | 07/2020 |
| M&T Securities | Ridley Park | PA | 04/2021 | 08/2023 |
| Lpl Financial Llc | Media | PA | 06/2021 | 08/2023 |
| Lpl Financial Llc | Media | PA | 06/2021 | 08/2023 |
| Thrive Capital Management, Llc | Ft. Washington | PA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-15 |
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