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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 | 2025-09-30 |
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 |
|---|---|---|---|---|
| Scottrade | Hatfield | PA | 01/2012 | 10/2016 |
| Inn Of The Dove | Bensalem | PA | 05/2010 | 01/2020 |
| Lincoln Investment | Fort Washington | PA | 07/2018 | 09/2025 |
| United Capital Financial Advisers | North Wales | PA | 01/2017 | 07/2018 |
| Thrive Capital Management | Fort Washington | PA | 09/2025 | Present |
HANDYMAN KAN LLC POSITION: Owner & Founder of Handyman Kan LLC NATURE: Handyman Servicves INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 1845 Meadowbrook Rd, Abington PA 19001, United States DESCRIPTION: offering handyman service to Abington and surrounding area - including but not limited to plumbing, flooring, carpentry, electrical, drywall and painting services. TAKES FROM BELOW POSITION: Co-Host NATURE: Podcast INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 641 Roslyn Ave, Glenside PA 19038, United States DESCRIPTION: Co-Host of Takes from Below Podcast discussing people's personal non-financial lifestyle decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-30 |
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