Best Investors Account Sign in
Inactive

Sara Lammers Amparan

Prospera Capital Management, LLC

Gilbert, AZ

CRD 5713380

Claim This Profile
Employer firm

Prospera Capital Management, LLC CRD 330390

$344M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Prospera Capital Management, Llc

Gilbert, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-07-18
TX RA APPROVED 2024-06-26
  • AZ RA
    APPROVED
    Since 2024-07-18
  • TX RA
    APPROVED
    Since 2024-06-26

Branch Locations

Gilbert, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 09/2013 06/2024
Self Employed Boulder City NV 04/2020 Present
Prospera Capital Management, Llc Dba Amparan Wealth Management Gilbert AZ 06/2024 Present
  • 09/2013 → 06/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 04/2020 → Present
    Self Employed
    Boulder City, NV
  • 06/2024 → Present
    Prospera Capital Management, Llc Dba Amparan Wealth Management
    Gilbert, AZ
Previous Registrations
Other Businesses

NAME OF BUSINESS: SELF EMPLOYED NON-INVESTMENT/INVESTMENT RELATED: NO ADDRESS (City/State): Boulder City, NV NATURE OF BUSINESS: Breast milk donations for premature and at risk babies POSITION: Contractor for Mothers Milk Bank of North Texas START DATE (Month/Year): 4/2020 APPROXIMATE HOURS PER MONTH: 80 NUMBER OF HOURS DURING TRADING HOURS: 2 DUTIES: Contractor/Donor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-08
S63 Uniform Securities Agent State Law Examination 2013-09-26
  • S65 Uniform Investment Adviser Law Examination
    2015-05-08
  • S63 Uniform Securities Agent State Law Examination
    2013-09-26
Designations
  • Certified Financial Planner
Other Names
  • Sara Barlow Lammers
  • Sara Barlow Lammers

View on SEC IAPD

More in Gilbert, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor