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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-10 |
| NJ | RA | APPROVED | 2020-01-06 |
Branch Locations
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Lee, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Equity Services, Inc | Jackson | NJ | 12/2013 | 10/2018 |
| Prosperity Wealth Management | San Ramon | CA | 03/2018 | 03/2018 |
| Fortune Financial Services, In. | Monaca | PA | 10/2018 | Present |
| Prosperity Wealth Management Inc. | San Ramon | CA | 10/2018 | Present |
__1__TONY SONSINI; NON-INVST RELATED; 1490 Lime Grove Lane, The Villages, FL 32162; INSURANCE SALES; 30 HOURS PER WEEK;STARTED 06/2010 __2__ IAR with PROSPERITY WEALTH MANAGEMENT __3__ Rental property - collect rent - not investment related - started 1/1/2022 - 0 hrs during trading hrs __4__ Door dash - food delivery - not investment related - started 11/18/2021 - 40 hrs month - 0 hrs during trading hrs __5__ Grub hub - food delivery - not investment related - started 8/10/2021 - 36 hrs month - 0 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-12 |
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