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25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
3111 N. Tustin St. Ste. 230, Orange, CA 92865 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
3111 N. Tustin St. Ste. 230, Orange, CA 92865 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stamos And Stamos, Certified Public Accountants, Inc. | Orange | CA | 01/2004 | Present |
| Stamos And Stamos, Certified Public Accountants, Inc. | Orange | CA | 05/2024 | Present |
| Prosperitas Financial, Llc | Valencia | CA | 12/2025 | Present |
| Acquire Firms | Orange | CA | 07/2024 | Present |
1) STAMOS AND STAMOS, CERTIFIED PUBLIC ACCOUNTANTS, INC. - OWNER AND CPA. 01/2004 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE OFFERING ACCOUNTING AND TAX SERVICES TO CLIENTS. 100% OF TIME IS SPENT ON THIS ACTIVITY UNTIL THE FIRM'S REGISTRATION AS AN INVESTMENT ADVISER IS ACCEPTED BY THE STATE OF CALIFORNIA. 3111 N Tustin St. Suite 230, Orange, CA 92865 2) Author/Consultant - 04/2023 To Present. Not Investment Related. Through referrals from his book sales, Christopher J. Stamos offers coaching services and an online course to help his referrals buy/acquire CPA firms or similar businesses. Christopher J. Stamos receives compensation for his book sales, coaching and online course. Christopher J. Stamos spends minimal time on this activity, none during normal trading hours. 3) Acquire firms - Coaching for Professionals looking to purchase CPA Firms. Christopher J. Stamos will consult from time to time on this activity. 1-3 hours a month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-05 |
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