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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-12 |
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
1 Summit Court Suite 100, Fishkill, NY 12524 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
1 Summit Court Suite 100, Fishkill, NY 12524 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-08 |
| NY | RA | APPROVED | 2021-08-10 |
Branch Locations
1 Summit Court Suite 100, Fishkill, NY 12524 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Faculty Services Corporation | Wappinger Falls | NY | 06/2013 | 09/2019 |
| Next Financial Group Inc | Wappinger Falls | NY | 12/2013 | 10/2021 |
| Fsc Wealth Advisors Back Office | Fishkill | NY | 10/2018 | Present |
| Fsc Wealth Advisors, Llc (D.b.a. For Advisory Business) | Wappingers Falls | NY | 11/2012 | Present |
| Geneos Wealth Management Inc | Fishkill | NY | 10/2021 | Present |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 09/2025 | Present |
1) DBA/RIA-FSC WEALTH ADVISORS LLC-IAR and CCO of investment related business located at branch location. 2) FSC WEALTH ADVISORS BACK OFFICE- Independent rep with various insurance carriers for FIXED INSURANCE SALES done under this as an owner of this entity. 3) FSC TAX ADVISORS-Owner. 4) COMBLO FUNDING CORP-OWNER. 5) PROSPERITY CAPITAL ADVISORS-IAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-06 |
| S66 | Uniform Combined State Law Examination | 2014-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-17 |
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