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James Derek Hebert

Prosperity Financial Group, Inc.

San Ramon, CA

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Current Employers
Prosperity Financial Group, Inc.

2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-12
  • CA RA
    APPROVED
    Since 2025-12-12

Branch Locations

2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • 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
Ep Wealth Advisors Torrance CA 09/2016 11/2018
Insight Wealth Strategies, Llc San Ramon CA 11/2018 04/2021
Prosperity Financial Group, Inc. San Ramon CA 04/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-01
S63 Uniform Securities Agent State Law Examination 2016-06-06
  • S65 Uniform Investment Adviser Law Examination
    2016-11-01
  • S63 Uniform Securities Agent State Law Examination
    2016-06-06
Other Names
  • James Hebert

View on SEC IAPD

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