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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-01-06 |
Branch Locations
5800 Monroe St. Building C, Suite 102, Sylvania, OH 43560 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut Mutual Life Insurance Co | Toledo | OH | 10/1991 | Present |
| Fortune Financial Services, Inc | Monaca | PA | 05/2015 | Present |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 09/2016 | Present |
FINANCIAL VISIONS D/B/A AND MARKETING COMPANY, INVESTMENT RELATED,PRESIDENT, OWNER, SOLE SHARE HOLDER,11/01/05-PRESENT,160 HRS PER MONTH,AND INVESTMENT SALES. IAR WITH PROSPERITY WEALTH MANAGEMENT PAUL & KAREN STRESSEN IRREVOCABLE LIFE INSURANCE TRUST ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TRUST ; START DATE: 09/2023 ; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS - LESS THAN 1/YEAR DESCRIPTION OF DUTIES: TRUSTEE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-18 |
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