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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-19 |
| RI | RA | APPROVED | 2025-09-17 |
Branch Locations
711 Broad Street Extension, Waterford, CT 06385 • United States
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 |
|---|---|---|---|---|
| Next Financial Group | Waterford | CT | 07/2016 | 10/2021 |
| Fsc Wealth Advisors, Llc (D.b.a. For Advisory Business) | Fishkill | NY | 07/2016 | 07/2026 |
| Geneos Wealth Management Inc | Waterford | CT | 10/2021 | Present |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 09/2025 | Present |
| Fsc Wealth Advisors | Waterford | CT | 07/2026 | Present |
1) DBA: FSC WEATLH ADVISORS located at branch location. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES. 3) NORTHEAST RUSH SOCCER CLUB-SOCCER COACH. 4) PROSPERITY CAPITAL ADVISORS-IAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-12 |
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