Inactive

Joseph Anthony Fitzpatrick

Thrive Capital Management, LLC

Fort Washington, PA

CRD 6816214

Claim This Profile

Employer firm

Thrive Capital Management, LLC CRD 281347

$657M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

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

Current Employers

Thrive Capital Management, Llc

500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-08-27

PA RA
APPROVED

Since 2026-08-27

Branch Locations

500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • 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

Organization	City	State	From	To
Thrive Financial Services	Fort Washington	PA	11/2022	Present
Jfs Wealth Advisors	Doylestown	PA	05/2018	10/2022
Dettera Restaurant & Wine Bar	Ambler	PA	11/2011	05/2018

11/2022 → Present

Thrive Financial Services

Fort Washington , PA
05/2018 → 10/2022

Jfs Wealth Advisors

Doylestown, PA
11/2011 → 05/2018

Dettera Restaurant & Wine Bar

Ambler, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-20

S65 Uniform Investment Adviser Law Examination

2026-08-20

Other Names

Joseph Anthony Fitzpatrick

View on SEC IAPD

Nearby Firms

BANCROFT CAPITAL, LLC

COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

CHARLES CLAUDE WEEKS

SEAN MICHAEL COOK

Nearby Offices

BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA

BARRISTER · FORT WASHINGTON, PA

COMMONWEALTH FINANCIAL NETWORK · FORT WASHINGTON, PA

More in Fort Washington, PA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor