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Joseph Jeffry D'URso

Exodus Wealth, LLC

Marietta, GA

Fort Lauderdale, FL

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Current Employers
Exodus Wealth, Llc

2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-07-30
CA RA APPROVED 2020-01-06
  • GA RA
    APPROVED
    Since 2020-07-30
  • CA RA
    APPROVED
    Since 2020-01-06

Branch Locations

Marietta, GA • United States

2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Severna Park MD 01/2015 10/2016
Lpl Financial Llc Severna Park MD 10/2016 08/2017
Integrated Wealth Concepts Llc Severna Park MD 10/2016 08/2017
Spc Ann Arbor MI 08/2017 06/2019
Parkland Securities, Llc Ann Arbor MI 08/2017 06/2019
Prosperity Wealth Management Inc. San Ramon CA 06/2019 Present
Fortune Financial Services Monaca PA 05/2021 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-27
S66 Uniform Combined State Law Examination 2016-04-08
  • S65 Uniform Investment Adviser Law Examination
    2021-05-27
  • S66 Uniform Combined State Law Examination
    2016-04-08

View on SEC IAPD

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