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Carolanne M Chavanne

Prosperity Wealth Planning LLC

Long Beach, CA

Frisco, TX

Irvine, CA

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Current Employers
Prosperity Wealth Planning Llc

3349 Michelson Dr Suite 200-8E, Irvine, CA 92612 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-29
TX RA APPROVED 2021-08-09
  • CA RA
    APPROVED
    Since 2025-11-29
  • TX RA
    APPROVED
    Since 2021-08-09

Branch Locations

3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806 • United States

2591 Dallas Parkway Suite 300, Frisco, TX 75034 • United States

3349 Michelson Dr Suite 200-8E, Irvine, CA 92612 • 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
OrganizationCityStateFromTo
Lpl Financial Llc Torrance CA 05/2008 03/2019
Western Federal Credit Union Torrance CA 03/2008 03/2019
Prosperity Wealth Planning, Llc Irvine CA 08/2021 Present
Dynamic Wealth Advisors Phoenix AZ 03/2019 08/2021
Prosperity Wealth Planning, Llc Irvine CA 03/2019 Present
Previous Registrations
  • 2019-03-29 → 2021-09-30
    Dynamic
    Long Beach, CA
  • 2008-05-19 → 2019-04-12
    Lpl Financial Llc
    Torrance, CA
    Torrance, CA
    Torrance, CA
    Torrance, CA
    Torrance, CA
    Torrance, CA
    Torrance, CA
    Piano, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-12-28
  • S63 Uniform Securities Agent State Law Examination
    1992-12-28
Designations
Other Names
  • Carolanne Marie Chavannerisdon
  • Carolanne Marie Chavanne
  • Carolanne Marie Chavannerisdon

View on SEC IAPD

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