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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-04-04 |
Branch Locations
Naperville, IL • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Advisors Corp | West Des Moines | IA | 09/2012 | 11/2018 |
| Brokers International Financial Services, Llc | Bolingbrook | IL | 11/2018 | 06/2021 |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-09 |
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