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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-10-11 |
Branch Locations
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Advisory Group, Llc | Huntington Beach | CA | 06/2013 | 03/2022 |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 04/2016 | 10/2023 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 10/2023 | Present |
| C2P Enterprises | Westlake | OH | 04/2020 | Present |
1) Mr. Mackey is a licensed insurance agent. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Mackey spends approximately one hour per month during trading hours on this activity. 2) Superior Financial Planning, Inc. - Owner - S Corp for share ownership of C2P Enterprises and d.b.a. for any clients he may have. Mr. Mackey spends approximately one hour per month during trading hours. This is an investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-12 |
| S66 | Uniform Combined State Law Examination | 2002-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-17 |
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