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2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-04 |
Branch Locations
2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Walnut Creek | CA | 11/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 11/2016 | 05/2017 |
| First Allied Securities Llc | San Diego | CA | 05/2017 | 09/2022 |
| First Allied Advisory Services, Llc | San Diego | CA | 05/2017 | 11/2020 |
| Cetera Advisors Llc | Walnut Creek | CA | 09/2022 | 12/2023 |
| Prosperity Financial Group, Inc. | San Ramon | CA | 12/2023 | Present |
| Fortune Financial Services | Monaca | PA | 02/2024 | Present |
1.) RENTAL PROPERTY; PARTNER; REAL ESTATE (RENTAL PROPERTY/PASSIVE INVESTMENT) 50% OWNERSHIP; START DATE 06/01/2006; 155 HOURS PER MONTH. 2.) INSURNACE; AGENT; INSURANCE (FIXED/LIFE/HEALTH/P&C); 4 HOURS PER MONTH 3.) I am an IAR with Prosperity Financial Group, Inc. 12/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-04 |
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