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25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-31 |
Branch Locations
25060 Avenue Stanford Suite 100, Valencia, CA 91355 • 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 |
|---|---|---|---|---|
| Next Financial Group Inc | Valencia | CA | 12/2007 | Present |
| Prosperitas Financial, Llc | Valencia | CA | 08/2021 | Present |
1) INFINITY WEALTH MANAGEMENT POSITION: owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2007 ADDRESS: 23734 Valencia Blvd., Suite 301, Valencia CA 91355 DESCRIPTION: Provide Securities and Investment Advisory Services 2) INFINITY WEALTH MANAGEMENT POSITION: AGENT NATURE: INSURANCE-LIFE/HEALTH AND FIXED ANNUITIES INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 12/01/2007 ADDRESS: 23734 Valencia Blvd., # 301, Valencia CA 91355 DESCRIPTION: Providing insurance based solutions to consumers 3) PROSPERITAS FINANCIAL POSITION: Registered Representative NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2020 ADDRESS: 25060 Avenue Stanford, suite 100, Valencia CA 91355, United States DESCRIPTION: I am a representative of this OSJ office using the DBA 4) PROSPERITAS FINANCIAL POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 10/26/2020 ADDRESS: 25060 Avenue Stanford, Suite 100, Valencia CA 91355, United States DESCRIPTION: Providing insurance based solutions for clients as an agent. 5) PROSPERITAS FINANCIAL, LLC.: Investment Advisor Representative NATURE: Independent Registered Investment Adviser I-RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/30/2021 ADDRESS: 25060 AVENUE STANFORD, SUITE 100, VALENCIA, CA 91355, United States DESCRIPTION: Advisory services as an Investment Advisory Representative through Prosperitas Financial, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-18 |
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