Lauren Ann Gidley

Employer firm

Exodus Wealth, LLC CRD 174328

$484M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1990 → Present
  Lauren A. Gidley - Insurance
  Williamsville, NY
• 01/2008 → Present
  Fox College Funding
  San Diego, CA
• 08/2011 → 01/2017
  First Allied Securities, Inc.
  San Diego, CA
• 07/2012 → 01/2017
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 02/2017 → Present
  Fortune Financial Services, Inc.
  Monaca, PA
• 02/2017 → Present
  Prosperity Wealth Management, Inc.
  San Ramon, CA

Previous Registrations

• 2017-02-27 → 2019-12-31
  Exodus Wealth, Llc
  Williamsville, NY
• 2012-07-02 → 2017-02-13
  First Allied Advisory Services, Inc.
  Williamsville, NY
• 2011-08-17 → 2012-07-10
  First Allied Securities, Inc.
  San Diego, CA
  Williamsville, NY
• 2004-05-25 → 2007-07-03
  Brookstreet Securities Corporation
  Williamsville, NY

Other Businesses

1.Prosperity Wealth Management, DBA; investment related; 8201 Main Street, Suite 9, Williamsville, NY 14221; Wealth Management and planning; President; 03/2004, 40, 40; Sale of securities, variable insurance products, managed money, and all financial planning. 2.Lauren A. Gidley: not investment related; 8201 Main St. Ste. 9 Williamsville, NY 14221; Sale of fixed insurance, fixed annuities, and LTC insurance; Insurance agent, 01/1990; 5, 5; Sale of fixed insurance, fixed annuities, and LTC insurance 3.Joanne Blackley Testamentary Trust: not investment related' testamentary trust; Trustee; 7/05; 0,0; 8201 Main St. Ste. 9 Williamsville, NY 14221 Ensure trust beneficiary receives 5% of trust principal annually and responsible for trust tax returns. 4.Working as an RIA through Prosperity Wealth management/CA. 5.Center for Tax Strategies and Resources, Refer CPA clients to providers of strategies appropriate for their financial situation. Includes estate planning alternatives, engineering [cost segregation studies] firms, etc. for HNW planning needs/Referral fees 6.Tax savings plans provided to CPAs and their clients through the guidance of Andrew Argue, CPA, using Corvee software. 7.Selling Amway products through our family business established 12/25/2017; I receive a small commission. 8. author of paper: Take Control of Your Financial Future - 5/1/2020 found on LaurenGidley.com

Exams

• S66 Uniform Combined State Law Examination
  2011-09-14
• S65 Uniform Investment Adviser Law Examination
  2004-09-03
• S63 Uniform Securities Agent State Law Examination
  1989-06-09

Other Names

• Lauren Ann Gidley
• Lauren Ann Snyder