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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Blm Enterprises | Cocoa | FL | 01/2000 | Present |
| Fortune Financial Services, Inc | Monaca | PA | 07/2015 | 12/2017 |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 07/2015 | Present |
1) BLM ENTERPRISES: COCOA, FL, FOR PROFIT ENTITY; COMPENSATED WITH SALARY; THIS IS A SELF EMPLOYMENT ARRANGEMENT; COMPENSATION - $49,500; OWNERSHIP - 100%; SCOPE OF YOUR RELATIONSHIP TO BUSINESS - OWNER/CEO; NOT RAISING CAPITAL; NATURE OF BUSINESS - ADMINISTRATIVE WORK; POSITION/TITLE - PRESIDENT/CEO; NOT INVESTMENT RELATED ACTIVITY; START DATE - JANUARY 2000; HOURS DEVOTED PER WEEK - 25 WITH 0 DURING TRADING HOURS; DUTIES - PAY BILLS OF OFFICE, SET UP NEEDED MATERIAL TO DO BUSINESS, I.E., INTERNET, PHONE LINES, COPIER, ETC. DBA PIVOTAL FINANCIAL, LOCATED AT 11 RIVERSIDE DRIVE, SUITE 206, COCOA,FL 32922. MANAGING DIRECTOR SINCE 01/2009. PERFORMS FINANCIAL SERVICES UNDER THIS NAME. REP IS AN IAR, DOES FINANCIAL PLANNING FOR A FEE AND USES WRAP ACCOUNTS. IAR SERVICES THROUGH PROSPERITY WEALTH MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-11 |
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