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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-22 |
| VA | RA | APPROVED | 2024-01-31 |
Branch Locations
135 E Huron St, Jackson, OH 45640 • United States
121 Roanoke Blvd, Salem, VA 24153 • United States
114 Tradewynd Dr Ste 201, Lynchburg, VA 24502 • United States
2200 Kraft Dr Sw, Blacksburg, VA 24060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 08/2011 | 02/2017 |
| Futurity First Insurance Group | Salem | VA | 03/2017 | 07/2023 |
| Sequent Planning, Llc | Roanoke | VA | 01/2019 | 12/2023 |
| Regal Investment Advisors, Llc | Kentwood | MI | 12/2023 | 01/2024 |
| Ae Wealth Management Llc | Topeka | KS | 01/2024 | Present |
| Prosperity Wealth Group, Llc | Roanoke | VA | 07/2023 | Present |
| Prosperity Health Group Llc | Salem | VA | 04/2025 | Present |
Prosperity Wealth Group, LLC; Yes Investment Related; 5398 Montague Way, Roanoke, VA 24018; Insurance Sales; POSITION: Owner/Advisor; START DATE: 07/2023; Approx. 100 hours a month; Approx. 80 hours during trading; Insurance Sales and Services. Prosperity Health Group, LLC; Not Investment Related; 121 Roanoke Bld, Salem VA 24153; Insurance Sales; Owner; Start Date: 04/2025; Approx. 01; Approx hours during trading 0; Medicare Sales and Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-13 |
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