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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-07-07 |
Branch Locations
2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Holdings | Annapolis | MD | 12/2015 | 01/2017 |
| Fortune Financial Services, Inc. | Monaca | PA | 08/2018 | Present |
| Advisor Consulting | Annapolis | MD | 01/2017 | Present |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 07/2020 | Present |
KATHLEEN FEREDAY - NO - 102 ARCHWOOD AVE, ANNAPOLIS MD 21401 - ACT AS LANDLORD TO RENTAL PROPERTY - LANDLORD - 08/31/2000 - 5/0 HRS - RENTAL INCOME OF $1,500 PER MONTH, COLLECT RENT FOR RENTAL PROPERTY. -- DBA-Advisor Consulting Services, 100 Archwood Avenue, Annapolis, MD 21401. 01/2017 to present. Independent recruiting services to financial advisors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-22 |
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