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Prospera Financial Services, Inc. CRD 10740
$12.4B regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-09 |
| PA | RA | APPROVED | 2022-09-01 |
Branch Locations
3401 N. Front St Suite 303, Harrisburg, PA 17110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Timothy Boyd Insurance Agency | Harrisburg | PA | 10/2014 | 09/2022 |
| State Farm Vp Management Corp | Harrisburg | PA | 10/2014 | 09/2022 |
| State Farm Investment Management Corp | Harrisburg | PA | 08/2018 | 09/2022 |
| Prospera Financial Services Inc | Dallas | TX | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-14 |
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