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744 W Lancaster Avenue Suite 220, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-22 |
| PA | RA | APPROVED | 2024-03-26 |
Branch Locations
744 W Lancaster Avenue Suite 220, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2015 | 02/2021 |
| Thrive Capital Management, Llc | Fort Washington | PA | 03/2021 | 03/2024 |
| Thrive Insurance Group | Fort Washington | PA | 03/2021 | 03/2024 |
| Thrive Financial Services | Fort Washington | PA | 03/2021 | 03/2024 |
| Proper Financial, Llc | Devon | PA | 03/2024 | Present |
1) Proper Retirement, LLC; Not-investment related; 744 Lancaster Avenue Suite 220 Wayne PA 19087; Insurance Sales; Implementations of insurance recommendations; approximately 50 hours/month; 150 hours/month during securities trading hours 2) Real Estate: investment related; 744 Lancaster Avenue Suite 220 Wayne PA 19087: Real estate investments: engaged in real estate activity where capital is raised from investors, banks, and other institutions. They also enters into joint ventures: start date 5/2025: 42/ month. 150/ month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-04 |
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