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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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, 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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2002-09-30 |
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