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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Fortune Financial Services | New Brighton | PA | 06/2008 | Present |
| Waste Management | Ambridge | PA | 03/2016 | Present |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 01/2024 | Present |
IAR with Prosperity Wealth Management - start date Jan 2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-07 |
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