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744 W Lancaster Avenue Suite 220, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| PA | RA | APPROVED | 2026-01-08 |
Branch Locations
744 W Lancaster Avenue Suite 220, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Houston | TX | 04/2016 | 05/2017 |
| J.P. Morgan Chase Bank | Houston | TX | 05/2017 | 07/2018 |
| J.P. Morgan Securities Llc | Houston | TX | 05/2017 | 08/2018 |
| Thrive Capital Management, Llc | Fort Washington | PA | 02/2019 | 10/2025 |
| Thrive Financial Services, Llc | Fort Washington | PA | 08/2018 | 04/2019 |
| Thrive Financial Services, Llc | Fort Washington | PA | 04/2019 | 10/2025 |
| Thrive Insurance Group | Fort Washington | PA | 04/2019 | 10/2025 |
| Proper Financial, Llc | Wayne | PA | 01/2026 | Present |
(2) Insurance Sales; Investment-related; Same Address; Individual Capacity; Approximately 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-22 |
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