Best Investors
Account
Sign in
Best Investors
Account
Sign in
2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-04 |
Branch Locations
2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • United States
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-07 |
Branch Locations
2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Prosperity Financial Group, Inc. | San Ramon | CA | 03/2000 | Present |
| Fortune Financial Services | New Brighton | PA | 08/2014 | Present |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 02/2015 | Present |
PROSPERITY FINANCIAL GROUP. SINCE 03/2000. INVESTEMENT-RELATED. 2333 SAN RAMON VALLEY BLVD., SAN RAMON, CA. FINANCIAL PLANNING FIRM. POSITION-PRESIDENT. DUTIES-RETIREMENT PLANNING, BENEFITS ADMINISTRATION, ASSET MANAGEMENT FOR CLIENTS. HEALTH/GROUP BENEFITS, FIXED ANNUITIES __/__ PROSPERITY WEALTH MANAGEMENT, INVESTMENT RELATED, INVESTMENT ADVISORY BUSINESS. OWNER/MANAGER 2333 SAN RAMON VALLEY BLVD, SAN RAMON, CA __/__ EatSipGo since 03/2026 - no investment-related - owner - 411 Read Dr, Lafayette CA - travel software for prospective customers for travel food wine - 10 hrs a week during trading hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-12 |
Reach out to this advisor