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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-17 |
| CA | RA | APPROVED | 2014-07-02 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
3570 Carmel Mountain Road Suite 150, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | San Diego | CA | 07/2014 | Present |
| Kestra Private Wealth Services, Llc | San Diego | CA | 07/2014 | Present |
Name: PROSPERITY POINT WEALTH MANAGEMENT (DBA) Investment Related: Yes Address: 3570 CARMEL MOUNTAIN ROAD STE 150 SAN DIEGO CA 92130 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: CONSULTANT Start Date: 7/3/2014 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment/Securities/Life Insurance and LTC advising and Financial Planning Name: CALIFORNIA WEALTH TRANSITIONS CWT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 07/02/2026 ADDRESS: 3570 Carmel Mountain Rd, Suite 150, San Diego CA 92130, United States DESCRIPTION: Soliciting and advising clients on securities, life insurance, annuities and long term care. I will be one of several advisors working under the California Wealth Transitions (CWT) Logo in the San Diego Kestra offices.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-09 |
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