Best Investors Account Sign in

Michael Girard Deluca

Exodus Wealth, LLC

Beaver Falls, PA

CRD 4428054

Claim This Profile
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:

Current Employers
Exodus Wealth, Llc

2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-01-06
  • PA RA
    APPROVED
    Since 2020-01-06

Branch Locations

Beaver Falls, PA • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fortune Financial Services, Inc. New Brighton PA 04/2010 Present
Prosperity Wealth Management, Inc. San Ramon CA 09/2017 Present
  • 04/2010 → Present
    Fortune Financial Services, Inc.
    New Brighton, PA
  • 09/2017 → Present
    Prosperity Wealth Management, Inc.
    San Ramon, CA
Previous Registrations
Other Businesses

1.) REPRESENTATIVE IS SELLING FIXED INSURANCE & ANNUITIES THRU EXECUTIVE BROKERAGE SERVICES ___/___2.) IS WORKING AS A COMPLIANCE OFFICER FOR FORTUNE FINANCIAL SERVICES, INC ___/___ 3.)OFFICER OF THE CORP FOR GABAUER ENTERPRISES, INC. [RUNS ACCOUNTING OF LIFE & FIXED ANNUITY COMMISSIONS FOR BOOK KEEPING PURPOSES]___/___ 4.)Rep is an IAR with Prosperity Wealth Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-29
S63 Uniform Securities Agent State Law Examination 2001-08-31
  • S66 Uniform Combined State Law Examination
    2009-09-29
  • S63 Uniform Securities Agent State Law Examination
    2001-08-31
Other Names
  • Mike Deluca
  • Michael G Deluca

View on SEC IAPD

More in Beaver Falls, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor