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Advisor at THRIVE WEALTH MANAGEMENT, LLC
BLUE BELL, PA | AUDUBON, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THRIVE WEALTH MANAGEMENT, LLC | Independent wealth | Jul 7, 2015 | n/a | yes | AUDUBON, PA|BLUE BELL, PA | Current employment |
| CAPITAL ANALYSTS | Bd affiliated wealth | Apr 14, 2015 | Jul 13, 2015 | no | JENKINTOWN, PA | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | May 24, 2012 | Jul 9, 2015 | no | Fort Washington, PA|Horsham, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS | THRIVE WEALTH MANAGEMENT, LLC | Jul 13, 2015 | Jul 7, 2015 | -6 | Firm change | Other |
| LINCOLN INVESTMENT | CAPITAL ANALYSTS | Jul 9, 2015 | Apr 14, 2015 | -86 | Firm change after gap | Other |