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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | San Diego | CA | 06/2012 | 05/2017 |
| Prosperity Wealth Management, Inc. | San Diego | CA | 07/2017 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 07/2017 | Present |
1)HIGHLAND CAPITAL FINANCIAL CONSULTING LLC -NO - 9845 Erma Rd, Suite 210A, San Diego CA 92131 - INSURANCE MARKETING - INSURANCE MARKETING - MANAGING DIRECTOR, PRESIDENT/CEO - 09/01/05 - 20/20 HRS - INSURANCE MARKETING AGENCY. -- 2. Individual Insurance Solution, Inc. Not investment related, insurance agency, managing director, wholesaling insurance and advanced designs for independent agents. San Diego Financial Center, LLC, non investment related, Executive office suites office manager. Collects rent for property owner as well as "eyes and ears" for off site property management RIA for Prosperity Wealth Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-03 |
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