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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark Warner For U.S. Senate | Alexandria | VA | 06/2019 | 12/2020 |
| The Markham Group | Washington | DC | 05/2009 | 01/2021 |
| Dpva For Senator Tim Kaine | Alexandria | VA | 01/2018 | 12/2018 |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 03/2021 | Present |
1.) Founder - Blue Vanguard Strategic - consulting firm for political and non-profit clients; The business is not investment related - start date 01/21; Address - 1111 Queen Street, Alexandria, VA 22314; hours are part-time and flexible and do not conflict with security trading hours; Duties include advising political candidates and non-profits on campaign and issue advocacy activities. 2.) Coulson Oil; Not Investment Related; 5101 Northshore Lane, North Little Rock, AR 72118; Distributor of gasoline and fuel; Board Member; 11/16/2023; Approx 1 hour per month; 0 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-27 |
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