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500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| PA | RA | APPROVED | 2015-10-13 |
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 |
|---|---|---|---|---|
| Thrive Capital Management, Llc | Fort Washington | PA | 08/2015 | Present |
| Thrive Financial Services, Llc | Fort Washington | PA | 06/2014 | Present |
| Thrive Insurance Group, Llc | Fort Washington | PA | 05/2017 | Present |
| Thrive Capital Management, Llc | Fort Washington | PA | 08/2015 | 03/2018 |
1. Alpha Tauri Capital Partners, LLC: Insurance; Fort Washington, PA, June 2021 2. BEATCANCER.ORG; NON-PROFIT; BOARD MEMBER; RICHBORO, PA 18954; MAY 2017. 3. Quantum Leap Services, LLC. 50% Owner. Digital Marketing Agency. Non-investment-related. Approximate hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-22 |
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