Joseph Jeffry D'URso

Employer firm

Exodus Wealth, LLC CRD 174328

$484M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 10/2016
  Lincoln Financial Advisors
  Severna Park, MD
• 10/2016 → 08/2017
  Lpl Financial Llc
  Severna Park, MD
• 10/2016 → 08/2017
  Integrated Wealth Concepts Llc
  Severna Park, MD
• 08/2017 → 06/2019
  Spc
  Ann Arbor, MI
• 08/2017 → 06/2019
  Parkland Securities, Llc
  Ann Arbor, MI
• 06/2019 → Present
  Prosperity Wealth Management Inc.
  San Ramon, CA
• 05/2021 → Present
  Fortune Financial Services
  Monaca, PA

Previous Registrations

• 2019-06-07 → 2019-12-31
  Exodus Wealth, Llc
  Marietta, GA
  Fort Lauderdale, FL
• 2017-08-09 → 2019-06-06
  Spc
  Marietta, GA
  Ann Arbor, MI
• 2016-10-14 → 2017-09-08
  Integrated Wealth Concepts Llc
  Severna Park, MD
• 2016-04-18 → 2016-10-18
  Osaic Fa, Inc.
  Severna Park, MD

Other Businesses

IAR with Prosperity Wealth Management since 06/06/2019 - 40 hrs per week

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-27
• S66 Uniform Combined State Law Examination
  2016-04-08