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2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
Branch Locations
2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Fortune Financial Services, Inc | Monaca | PA | 04/2015 | Present |
| Prosperity Financial Group, Inc. | San Ramon | CA | 04/2015 | Present |
1. REP IS AN IAR THROUGH PROSPERITY FINANCIAL GROUP. CSI Financial Group - independent insurance agent - 6-1-2022 - 5 hrs / week 2. Cadence Capital Investments; CEO/Founder; Yes Investment-Related; 2333 San Ramon Valley Bldv. #200, San Ramon, CA 94583; Commercial Real Estate Investment Agency; 06/01/2022; Approx. 10 hours per month spent on business; Wealth Management Strategies/Recommend Suitable Solutions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-23 |
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