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Current Employers
Prosperitas Financial, Llc

25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Anaheim, CA • United States

Stamos And Stamos

3111 N. Tustin St. Ste. 230, Orange, CA 92865 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

3111 N. Tustin St. Ste. 230, Orange, CA 92865 • 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
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
  • 01/2004 → Present
    Stamos And Stamos, Certified Public Accountants, Inc.
    Orange, CA
  • 05/2024 → Present
    Stamos And Stamos, Certified Public Accountants, Inc.
    Orange, CA
  • 12/2025 → Present
    Valencia, CA
  • 07/2024 → Present
    Acquire Firms
    Orange, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-05
  • S65 Uniform Investment Adviser Law Examination
    2023-12-05
Other Names
  • Chris Stamos

View on SEC IAPD

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