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1000 Madison Avenue Suite 208, Audubon, PA 19403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED_RES | 2026-08-31 |
Branch Locations
1000 Madison Avenue Suite 208, Audubon, PA 19403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Radnor | PA | 05/2024 | 03/2026 |
| Massmutual Life Insurance Company | Radnor | PA | 05/2022 | 03/2026 |
| Wesselt Capitol Group | Collegeville | PA | 06/2021 | 08/2021 |
| Temple University | Philadelphia | PA | 07/2018 | 06/2022 |
| Archbishop John Carroll High School | Radnor | PA | 09/2014 | 06/2018 |
| Thrive Wealth Management, Llc | Audubon | PA | 03/2026 | Present |
Independent Insurance Agent through Highland Capital Brokerage since April 2022; Investment-Related: Yes; Insurance sales; approximately 10 hours per month, all during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-28 |
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