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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-05 |
Branch Locations
16202 E. Indiana Ave. Suite 2800, Spokane Valley, WA 99216 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 02/2025 | Present |
| Evergreen Wealth Advisors (D.b.a. For Advisory Business) | Spokane Valley | WA | 02/2025 | Present |
| Evergreen Wealth Advisors | Spokane Valley | WA | 05/2024 | 02/2025 |
| Jericho Junction | Spokane Valley | WA | 11/2019 | 12/2024 |
| Maple Leaf Foreign Language School | Handan | 10/2011 | 10/2019 |
1) Mr. Fox is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Fox spends approx. 10 hrs/week during trading hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-24 |
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