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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
2 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 |
|---|---|---|---|---|
| Buckeye Tax Service | Alliance | OH | 10/2004 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 01/2015 | Present |
| Prosperity Wealth Management Inc. | San Ramon | CA | 11/2019 | Present |
PART OWNER OF BUCKEYE TAX AND FINANCIAL SERVICE LLC (DBA) LOCATED AT 319 EAST STATE STREET, ALLIANCE, OH 44601. DUTIES INCLUDE FULL TIME TAX PREPARATION DURING TAX SEASON. ALSO CONDUCTS INSURANCE SALES ON A COMMISSION BASIS. FIXED ANNUITIES AND HEALTH Representative has met the requirements of the IRS to become an enrolled agent. Representative also does sales of Medicare supplemental insurance and Medicare advantage plans. This is commission based Taxmasteronline.com Owner enrolled agent__/__ IAR with Prosperity Wealth Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-21 |
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