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Current Employers
Thrive Wealth Management, Llc

1000 Madison Avenue Suite 208, Audubon, PA 19403 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-12-14
  • PA RA
    APPROVED
    Since 2022-12-14

Branch Locations

1000 Madison Avenue Suite 208, Audubon, PA 19403 • 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, Pierce, Fenner & Smith Incorporated Philadelphia PA 06/2019 02/2020
Full Time Education - Temple University Philadelphia PA 08/2018 05/2019
Merrill Lynch Philadelphia PA 06/2018 08/2018
Full Time Education - Temple University Philadelphia PA 08/2017 05/2018
Dan Dan Restaurant Wayne PA 05/2017 12/2017
Full Time Eduaction - Temple University Philadelphia PA 08/2016 05/2017
Bank Of America, N.A. Philadelphia PA 10/2019 03/2021
Vanguard Malvern PA 10/2020 03/2021
Thrive Wealth Management, Llc Audubon PA 03/2021 Present
  • 06/2019 → 02/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Philadelphia, PA
  • 08/2018 → 05/2019
    Full Time Education - Temple University
    Philadelphia, PA
  • 06/2018 → 08/2018
    Merrill Lynch
    Philadelphia, PA
  • 08/2017 → 05/2018
    Full Time Education - Temple University
    Philadelphia, PA
  • 05/2017 → 12/2017
    Dan Dan Restaurant
    Wayne, PA
  • 08/2016 → 05/2017
    Full Time Eduaction - Temple University
    Philadelphia, PA
  • 10/2019 → 03/2021
    Bank Of America, N.A.
    Philadelphia, PA
  • 10/2020 → 03/2021
    Vanguard
    Malvern, PA
  • 03/2021 → Present
    Audubon, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-01
  • S66 Uniform Combined State Law Examination
    2020-07-01
Designations
Other Names
  • Jack Green
  • Jack Carson Green

View on SEC IAPD

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