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500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-05 |
| TX | RA | APPROVED | 2025-03-04 |
Branch Locations
500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 02/2013 | 03/2017 |
| Bbva Securities Inc. | Houston | TX | 05/2013 | 03/2017 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 05/2013 | 03/2017 |
| Lpl Financial, Llc | Houston | TX | 03/2017 | 04/2018 |
| Texas Dow Employee Cu | Houston | TX | 03/2017 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kingwood | TX | 04/2018 | 09/2019 |
| Bank Of America, N.A. | Kingwood | TX | 05/2018 | 09/2019 |
| Outlook Wealth Advisors, Llc | Shenandoah | TX | 09/2019 | 09/2023 |
| Centric Advisors, Llc | Cypress | TX | 10/2023 | 03/2025 |
| Thrive Capital Management | Fort Washington | PA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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