Lisa Maria Chenet

Current Employers

Prosperity Capital Advisors

30400 Detroit Road Suite 201, Westlake, OH 44145 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-10-31
VA	RA	APPROVED	2016-08-11

TX RA
APPROVED_RES

Since 2023-10-31
VA RA
APPROVED

Since 2016-08-11

Branch Locations

30400 Detroit Road Suite 201, Westlake, OH 44145 • United States

501 Independence Parkway Suite 350, Chesapeake, VA 23220 • 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

Organization	City	State	From	To
Clp Tax And Wealth Advisory	Chesapeake	VA	02/2015	Present
Prosperity Capital Advisors	Westlake	OH	07/2016	Present

02/2015 → Present

Clp Tax And Wealth Advisory

Chesapeake, VA
07/2016 → Present

Prosperity Capital Advisors

Westlake, OH

Other Businesses

1. Agent soliciting fixed insurance sales through various insurance companies earning commissions. Approx. 20 hour per month including 1 hr/day during securities trading hours. Non-investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-07-06

S65 Uniform Investment Adviser Law Examination

2016-07-06

Other Names

Lisa Maria Bonnett
Lisa Chenet

View on SEC IAPD

Current Employers

Prosperity Capital Advisors

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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