Best Investors Account Sign in

Lee Allan Abramovitz

Exodus Wealth, LLC

Stateline, NV

Claim This Profile
Current Employers
Exodus Wealth, Llc

2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-08-22
CA RA APPROVED 2021-07-01
  • MD RA
    APPROVED
    Since 2023-08-22
  • CA RA
    APPROVED
    Since 2021-07-01

Branch Locations

Stateline, NV • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Pikesville MD 08/2009 05/2017
Infinity Financial Services Oakland CA 05/2017 11/2018
Founders Financial Securities, Llc Towson MD 11/2018 06/2021
Prosperity Wealth Management, Inc. San Ramon CA 06/2021 01/2025
Fortune Financial Services Monaca PA 06/2021 01/2025
Vanderbilt Financial Group Woodbury NY 01/2025 Present
  • 08/2009 → 05/2017
    Pikesville, MD
  • 05/2017 → 11/2018
    Infinity Financial Services
    Oakland, CA
  • 11/2018 → 06/2021
    Towson, MD
  • 06/2021 → 01/2025
    Prosperity Wealth Management, Inc.
    San Ramon, CA
  • 06/2021 → 01/2025
    Fortune Financial Services
    Monaca, PA
  • 01/2025 → Present
    Vanderbilt Financial Group
    Woodbury, NY
Previous Registrations
  • 2018-11-14 → 2021-06-28
    Towson, MD
    Towson, MD
    Baltimore, MD
    Stateline, NV
    Stateline, NV
  • 2021-04-01 → 2021-04-07
    San Ramon, CA
  • 2017-05-10 → 2018-11-09
    Infinity Financial Services
    Oakland, CA
    Oakland, CA
    Baltimore, MD
  • 2009-08-27 → 2017-05-16
    Pikesville, MD
    San Diego, CA
    Baltimore, MD
  • 2008-06-16 → 2009-09-02
    Invest Financial Corporation
    Baltimore, MD
    Towson, MD
  • 1998-03-27 → 2008-06-17
    Osaic Fa, Inc.
    Lutherville, MD
    Vienna, VA
Other Businesses

Insurance agent, insurance sales, not investment related, 1 hour per month/ during securities hours. RIA with Prosperity Wealth Management 40 hours / week DBA: Abramovitz Wealth Management for his financial practice. This practice conducts investment sales and advice, insurance and financial planning through his affiliations with PWM and Fortune; in addition, This entity will also be responsible for paying my business expenses with funds deposited to the LLC, from my revenue earned through activities at FFS and PWM.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-12-08
S63 Uniform Securities Agent State Law Examination 1995-04-07
  • S65 Uniform Investment Adviser Law Examination
    1997-12-08
  • S63 Uniform Securities Agent State Law Examination
    1995-04-07
Other Names
  • Lee Allen Abramovitz

View on SEC IAPD

More in Stateline, NV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor