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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-05-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Securities | Pittsburgh | PA | 09/2009 | 09/2016 |
| Lpl Financial Llc | Coraopolis | PA | 09/2009 | 09/2016 |
| Key Investment Services Llc | Coraopolis | PA | 09/2016 | 08/2019 |
| Wesbanco Securities Inc | Pittsburgh | PA | 08/2019 | 11/2019 |
| Fortune Financial Services, Inc. | Monaca | PA | 02/2020 | Present |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 05/2020 | Present |
1] Rep is an IAR with Prosperity Wealth Management, providing investment advisory service to his clients. 2] Rep is licensed to sell life insurance, health, disability and LTC 3] Rep has a DBA of Life Goals Financial, he is the president and owner/sole proprietor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-12 |
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