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Current Employers
Exodus Wealth, Llc

2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-01-03
  • IL RA
    APPROVED
    Since 2020-01-03

Branch Locations

9135 Mason Avenue, Morton Grove, IL 60053 • United States

2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Various Insurance Carriers Aurora IL 08/2002 Present
Fortune Financial Services Inc New Brighton PA 01/2006 Present
Prosperity Wealth Management, Inc. San Ramon CA 07/2015 Present
  • 08/2002 → Present
    Various Insurance Carriers
    Aurora, IL
  • 01/2006 → Present
    Fortune Financial Services Inc
    New Brighton, PA
  • 07/2015 → Present
    Prosperity Wealth Management, Inc.
    San Ramon, CA
Previous Registrations
  • 2015-07-15 → 2019-12-31
    Morton Grove, IL
    Fort Lauderdale, FL
  • 2002-10-21 → 2005-12-13
    Waddell & Reed
    Elgin, IL
Other Businesses

08/2002 - PRESENT, VARIOUS INSURANCE CARRIERS, FIXED ANNUITIES, DISABILITY, HEALTH, LIFE, LTC -1099 INCOME, 155HRS/MONTH. TAX PREPARATION REP IS AN IAR THROUGH PROSPERITY WEALTH MANAGEMENT, SAN RAMON, CA Rep is DBA Built Strategies Group, Inc. Rep is preparing taxes

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-10-18
S65 Uniform Investment Adviser Law Examination 2002-09-30
  • S63 Uniform Securities Agent State Law Examination
    2002-10-18
  • S65 Uniform Investment Adviser Law Examination
    2002-09-30
Designations

View on SEC IAPD

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