Andrew Joseph Agosta

Prosperity Financial Group, Inc.

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Current Employers

Prosperity Financial Group, Inc.

2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-07-27
CA	RA	APPROVED	2025-12-01
TX	RA	APPROVED	2025-12-01

IL RA
APPROVED

Since 2026-07-27
CA RA
APPROVED

Since 2025-12-01
TX RA
APPROVED

Since 2025-12-01

Branch Locations

2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • 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
First Trust Portfolios.L.P.	Wheaton	IL	10/2014	07/2025
Prosperity Financial Group, Inc.	San Roman	CA	10/2025	Present
Fortune Financial Services	Monaca	PA	12/2025	Present

10/2014 → 07/2025

First Trust Portfolios.L.P.

Wheaton, IL
10/2025 → Present

Prosperity Financial Group, Inc.

San Roman, CA
12/2025 → Present

Fortune Financial Services

Monaca, PA

Previous Registrations

2025-10-03 → 2025-12-24

Prosperity Financial Group, Inc.

San Ramon, CA
2014-10-01 → 2025-10-14

First Trust Advisors Lp

Wheaton, IL

Walnust Creek, CA

Wheaton, IL

Pleasant Hill, CA
2010-03-04 → 2014-09-29

Wells Fargo Clearing Services, Llc

St. Louis, MO

Walnut Creek, CA

Other Businesses

10/2025 VP of RIA Prosperity Financial Group - San Ramon CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-01-25

S66 Uniform Combined State Law Examination

2010-01-25

Designations

Other Names

Andrew J Agosta
Andrew Agosta

View on SEC IAPD

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