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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-22 |
| IL | RA | APPROVED | 2024-05-09 |
Branch Locations
5901 N. Cicero Ave, Suite 507, Chicago, IL 60646 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • 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 |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Chicago | IL | 06/2008 | 08/2017 |
| Lpl Financial, Llc | Chicago | IL | 09/2017 | 05/2024 |
| V Wealth Advisors, Llc | Chicago | IL | 09/2017 | 12/2023 |
| Wcg Wealth Advisors, Llc | Chicago | IL | 07/2023 | 05/2024 |
| Planmember Securities Corporation | Carpinteria | CA | 05/2024 | Present |
| Prosperity Wealth Advisors | Chicago | IL | 04/2024 | Present |
1) Prosperity Wealth Advisors-5901 N. Cicero Ave., Ste. 507, Chicago, IL 60646; Investment related; Securities & Insurance sales & svcs; President; Start date 4/2024; 160 hrs/mnth; 130 hrs/mnth during trading. 2) 9253 S. Wentworth LLC-9253 S. Wentworth, Chicago, IL 60620; Noninvestment related; Provide house for rent; Vice President; Start date 6/2020; 5 hrs/mnth; 0 hrs/mnth during trading. 3) 8 W Lake Shore Dr LLC-8 W. Lake Shore Drive, Chicago, IL 60002; Noninvestment related; Provide house for rent; President; Start date 5/2023; 5 hrs/mnth; 0 hrs/mnth during trading. 4) MSP4 LLC-3930 N. Pine Grove, Chicago, IL 60618; Noninvestment related; Provide condo for rent; President; Start date 4/2024; 5 hrs/mnth; 0 hrs/mnth during trading. 5) HBB4 LLC-655 W. Irving Park Rd., Chicago, IL 60618; Noninvestment related; Provide condo for rent; President; Start date 4/2024; 5 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-30 |
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