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Anthony Robert Watson

Thrive Retirement Specialists

Royal Oak, MI

CRD 5682762

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Employer firm

Thrive Retirement Specialists CRD 310289

$304M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Thrive Retirement Specialists

220 S. Main St., Suite 321, Royal Oak, MI 48067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-29
MI RA APPROVED 2025-01-29
TX RA APPROVED_RES 2023-03-16
  • CA RA
    APPROVED
    Since 2025-01-29
  • MI RA
    APPROVED
    Since 2025-01-29
  • TX RA
    APPROVED_RES
    Since 2023-03-16

Branch Locations

220 S. Main St., Suite 321, Royal Oak, MI 48067 • 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
Portfolio Solutions, Llc Troy MI 06/2012 10/2020
Thrive Retirement Specialists L.L.C Dearborn MI 07/2020 Present
Origin Financial San Francisco CA 10/2021 04/2022
  • 06/2012 → 10/2020
    Portfolio Solutions, Llc
    Troy, MI
  • 07/2020 → Present
    Thrive Retirement Specialists L.L.C
    Dearborn, MI
  • 10/2021 → 04/2022
    Origin Financial
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-08-31
  • S63 Uniform Securities Agent State Law Examination
    2009-08-31
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Tony Watson
  • Anthony Watson

View on SEC IAPD

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Nearby Offices

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STATE FARM INVESTMENT MANAGEMENT CORP. · Westland, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · WESTLAND, MI

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