Joseph Fitzpatrick has been an investment adviser representative at Thrive Capital Management since August 2026, and is not listed among the firm’s executive officers or direct owners.
Thrive Capital Management, LLC is a Fort Washington, PA firm with $657M under management, 786 clients and 13 advisers across 4 offices, as of its June 2026 filing.
- – present · under a yearFort Washington, PA · Adviser representative · Firm CRD 281347
Investment adviser representative registrations
Joseph Fitzpatrick is registered as an investment adviser representative in Pennsylvania, since August 2026.
- PennsylvaniaSince 27 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joseph Anthony Fitzpatrick
- CRD
- 6816214
- Firm
- Thrive Capital Management · CRD 281347
- Office
- 500 W OFFICE CENTER DRIVE, SUITE 300, Fort Washington, PA 19034
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Fitzpatrick work?
Joseph Fitzpatrick is an investment adviser representative registered through Thrive Capital Management, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Fitzpatrick a financial advisor?
Yes. Joseph Fitzpatrick has a current investment-adviser registration in Pennsylvania, through Thrive Capital Management since August 2026.
How many years of experience does Joseph Fitzpatrick have?
Joseph Fitzpatrick has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Joseph Fitzpatrick passed?
Joseph Fitzpatrick passed the Series 65 in August 2026.
Where is Joseph Fitzpatrick based?
Joseph Fitzpatrick’s registered office is in Fort Washington, PA.
Is Joseph Fitzpatrick registered with FINRA?
No. Joseph Fitzpatrick has no current broker registration.
How can I verify Joseph Fitzpatrick’s record?
Search CRD 6816214 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Fitzpatrick’s full registration record.
- Brett PohlChief Compliance Officer
- Christopher BakDirector of Investment Operations
- David BezarManaging Director
- Karen BezarManaging Partner
- Bret ElamManaging Partner