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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 | 2024-06-14 |
| PA | RA | APPROVED | 2024-06-06 |
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 |
|---|---|---|---|---|
| Prudential Investment Management Services Llc | Lawrence | NJ | 06/2007 | 09/2021 |
| Prudential Insurance Company Of America | Lawrence | NJ | 06/2007 | 09/2021 |
| Global Portfolio Strategies, Inc. | Trenton | NJ | 06/2007 | 12/2018 |
| Gwfs Equities, Inc | Greenwood Village | CO | 09/2021 | 05/2024 |
| Advised Assets Groups, Llc | Greenwood Village | CO | 09/2021 | 05/2024 |
| Thrive Capital Management | Fort Washinton | PA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-16 |
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