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Advisor at THRYVE WEALTH MANAGEMENT
SANTA BARBARA, CA
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 |
|---|---|---|---|---|---|---|
| THRYVE WEALTH MANAGEMENT | Independent wealth | Oct 17, 2025 | n/a | yes | SANTA BARBARA, CA | Current employment |
| STRIVE ASSET MANAGEMENT | Asset manager | Nov 9, 2023 | Oct 10, 2025 | no | DALLAS, TX | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 3, 2017 | Aug 3, 2022 | no | CHICAGO, IL|CHICAGO, IL|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRIVE ASSET MANAGEMENT | THRYVE WEALTH MANAGEMENT | Oct 10, 2025 | Oct 17, 2025 | 7 | Firm change | Other |
| J.P. MORGAN SECURITIES LLC | STRIVE ASSET MANAGEMENT | Aug 3, 2022 | Nov 9, 2023 | 463 | Firm change after gap | Other |