Best Investors Account Sign in
Current Employers
Prosperitus Wealth Advisors

2855 N University Drive Suite 110, Coral Springs, FL 33065 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-03-06
  • FL RA
    APPROVED
    Since 2020-03-06

Branch Locations

2855 N University Drive Suite 110, Coral Springs, FL 33065 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Fort Lauderdale FL 07/2011 09/2017
Capital Guardian Wealth Management Miami FL 11/2017 01/2020
Avenir Private Advisors, Llc Miami FL 10/2018 01/2020
Prosperitus Wealth Advisors Coral Springs FL 01/2020 Present
  • 07/2011 → 09/2017
    Wells Fargo Advisors Llc
    Fort Lauderdale, FL
  • 11/2017 → 01/2020
    Capital Guardian Wealth Management
    Miami, FL
  • 10/2018 → 01/2020
    Avenir Private Advisors, Llc
    Miami, FL
  • 01/2020 → Present
    Coral Springs, FL
Previous Registrations
  • 2019-04-12 → 2020-02-04
    Avenir Private Advisors, Llc
    Fort Lauderdale, FL
    Miami, FL
  • 2017-12-20 → 2018-12-31
    Capital Guardian Wealth Management, Llc
    Fort Lauderdale, FL
  • 2011-07-29 → 2017-09-26
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Plantation, FL
    Plantation, FL
    Plantation, FL
    Sunrise, FL
  • 2009-06-10 → 2011-08-01
    Chase Investment Services Corp.
    Hollywood, FL
    Pompano Beach, FL
    Pompano Beach, FL
    Hollywood, FL
    Hollywood, FL
  • 2002-09-24 → 2009-05-07
    Boca Raton, FL
    Ft Lauderdale, FL
    Ft Lauderdale, FL
Other Businesses

Life Insurance Sales, Various Providers, Agent, Start Date: 01/01/2019, Approximately 10 hours a month / 1 During Market Hours. Fiduciary Wealth Group, LLC, Same address, Not investment-related, Entity to receive insurance commissions, Owner, Start Date 02/01/2018. Approximate 8 hours a month during market hours. Business Solution Software Consulting. Not investment-related. Start Date 04/01/2024. Approximate 50 hours a month/4 during market hours. Prosperitus Wealth Holding, LLC, Investment-related, Address: 2855 N University Drive Suite 110, Coral Springs, FL 33065, Nature of Business: Investing, Owner, Start Date: 03/01/2025, Hours per month: 1, Entity is used an investing vehicle for other Prosperitus Wealth ventures that are not advisory services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-19
S63 Uniform Securities Agent State Law Examination 2001-09-17
  • S66 Uniform Combined State Law Examination
    2002-09-19
  • S63 Uniform Securities Agent State Law Examination
    2001-09-17
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Coral Springs, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor