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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-28 |
| FL | RA | APPROVED | 2026-02-04 |
Branch Locations
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Pompano Beach, FL • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Financial Strategies | Charlotte | NC | 09/2012 | 06/2025 |
| Fortune Financial Services, Inc. | New Brighton | PA | 09/2014 | 06/2025 |
| Financial Planning Services, Inc. | Raleigh | NC | 10/2020 | 12/2025 |
| Kestra Investment Services Llc | Fort Lauderdale | FL | 06/2025 | 11/2025 |
| Kestra Advisory Services Llc | Fort Lauderdale | FL | 06/2025 | 11/2025 |
| Integrated Financial Strategies | Charlotte | NC | 09/2012 | Present |
| Fortune Financial Services, Inc. | Ft. Lauderdale | FL | 12/2025 | Present |
| Exodus Wealth Management | Ft. Lauderdale | FL | 12/2025 | Present |
Name: INTEGRATED FINANCIAL STRATEGIES,LLC POSITION: Owner-President NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/30/2025 ADDRESS: 15720 Brixham Hill Ave Ste 300, Charlotte NC 28277, United States DESCRIPTION: Manage the ongoing operations, run billings, disburse advisory fees to IARs quarterly, Manage compliance via outside vendor(ACA) Name: PROSPERITY WEALTH MANAGEMENT, INC; POSITION: IAR, NATURE: Investment advisory services; INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/2025 DESCRIPTION: IAR; ADDRESS: San Ramon, CA 94583
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-09 |
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