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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
Wildwood, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Countertop Total Transformation, Llc | Wildwood | MO | 12/2011 | 06/2017 |
| National Planning Corporation | Wildwood | MO | 12/2015 | 11/2017 |
| Sii | Overland Park | KS | 11/2017 | 02/2018 |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 02/2018 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 03/2018 | 12/2019 |
Brokerage Insurance Agent: Life, Annuities, DI, LTC: MassMutual 16430 Hollister Crossing Dr., Wildwood, MO 63011, 12/1/2015, approx 35hrs mo, 30hrs trading.........
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-28 |
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