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25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-17 |
| CA | RA | APPROVED | 2021-08-31 |
Branch Locations
25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Valencia | CA | 07/2020 | 04/2022 |
| Petersen International Underwriters | Valencia | CA | 04/2005 | 08/2020 |
| Prosperitas Financial, Llc | Valencia | CA | 08/2021 | Present |
1) PROSPERITAS FINANCIAL, LLC, INVESTMENT RELATED; 25060 Avenue Stanford Suite 100 Valencia, CA 91355; Nature- RIA; Position/Title-OWNER/CCO/COO; Start date 6.5.23; 100 hours per month with 100 of those hours during trading hours; Discription- OPERATIONS, MARKETING AND COMPLIANCE FOR RIA 2) SEPT 2019; GRISWOLD PROPERTIES LLC, CASTAIC CA; NON INVESTMENT RELATED; MEMBER; ASSET SELECTION, MAKING SURE PROPERTY MANAGER IS TAKING CARE OF PROPERTY; DEVOTE 10 HRS/MONTH DURING NON MARKET HOURS. 3) JULY 2019; INTENSIFY MARKETING LLC, CASTAIC, CA; NON INVESTMENT RELATED; MEMBER; GRAPHIC DESIGN/MARKETING; DEVOTE 40 HRS/MONTH, 30 HRS/MONTH DURING MARKET HOURS 4) JULY 2013; PARKVIEW PERPETUITY, VALENCIA, CA; NON INVESTMENT RELATED; MEMBER; DEVOTE O HRS/MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-01 |
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