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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-01-03 |
Branch Locations
4803 Benton Rd., Bossier City, LA 71111 • United States
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Bossier City | LA | 01/2006 | Present |
| Oneamerica Securities, Inc | Bossier City | LA | 02/2006 | 04/2018 |
| Fortune Financial Services, Inc | Monaca | PA | 04/2018 | Present |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 04/2018 | Present |
__1__Non-variable insurance sales (fixed life, fixed annuities)**Producer/Owner: KWES, Inc. __2__IAR with Prosperity Wealth Management __3__ DBA - KWES Benton Rd LLC - rental property __4__Board member of Lions Club, Bossier City LA - start date 9/16/2024 - not investment related - volunteer __5__Shreveport Little Theatre - start 6/23/2025 - not investment related - volunteer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-17 |
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