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Philadelphia, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-21 |
Branch Locations
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 | 06/2017 | 12/2019 |
| Phillylabor.cOm, Llc | Philadelphia | PA | 09/2013 | Present |
| Elite Investment Team Llc | San Diego | CA | 11/2019 | 12/2020 |
| Coppell Advisory Solutions Llc | Dallas | TX | 01/2020 | Present |
| Phillylabor, Llc Dba Plc Financial Solutions, Llc | Philadelphia | PA | 02/2014 | Present |
| Plc Investment Solutions, Llc | Philadelphia | PA | 02/2024 | Present |
| Phillylabor.COm,Llc | Philadelphia | PA | 11/2012 | Present |
| D And D Media Group,Inc | Philadelphia | PA | 03/2011 | Present |
| Dougherty Enterprizes,Inc | Philadelphia | PA | 03/2011 | Present |
| Advocacy United | Philadelphia | PA | 02/2013 | Present |
| Labor & Energy Alliance, Inc | Philadelphia | PA | 02/2024 | Present |
| Thrive Financial Services, Llc | Fort Washington | PA | 05/2015 | 11/2019 |
licensed insurance agent. VP and Treasurer of several non-profits
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-11 |
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