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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-01-03 |
Branch Locations
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
901 E. Saint Louis Suite 1601, Springfield, MO 65806 • 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 |
|---|---|---|---|---|
| Mutual/United Of Omaha | Springfield | MO | 07/2001 | Present |
| Clearview Insurance & Financial Services | Springfield | MO | 08/2005 | 09/2016 |
| Fortune Financial Services, Inc. | Springfield | MO | 11/2013 | 12/2018 |
| 417 Insurance And Investments | Springfield | MO | 09/2016 | 05/2022 |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 11/2017 | Present |
DBA - Wise Medicare. Rep is the owner of this company SPRINGFIELD, MO 65806. 04/2010. INSURANCE AGENT, OFFERING FIXED ANNUITIES, DISABILITY, HEALTH, LIFE, EMPLOYEE BENEFITS AND LONG-TERM CARE. INVESTMENT RELATED. APPROXIMATELY 30 HOURS PER MONTH, OF WHICH ALL HOURS ARE DURING SECURITIES TRADING HOURS. Rep is 50% silent partner of ClearView Insurance & Financial Services. the name is used for marketing purposes. He still receives commissions through the LLC but does not use the name in client situations. His business partner uses this name. REP IS A 50% PARTNER IN THIS BUSINESS. ALSO INCLUDES MARKETING, BRAND IDENTITY AND TECHNOLOGY. MEMBER OF NAIFA, HE SITS ON THE BOARD AS THE MEMBERSHIP CHAIR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-06-22 |
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