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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-05 |
Branch Locations
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolfe Research | New York | NY | 03/2019 | 02/2022 |
| Evaluserve | Raleigh | NC | 06/2015 | 03/2019 |
| Wolfe Research Advisors, Llc | New York | NY | 05/2020 | 02/2022 |
| Integrated Financial Strategies, Llc | Charlotte | NC | 03/2022 | Present |
| Prosperity Wealth Management, Inc. | Charlotte | NC | 02/2026 | Present |
(1.) Prosperity Wealth Management, Inc.; Investment Related Advisory Firm; Charlotte, NC; Investment Adviser Representative; March 2026; Approximately 50 hours/week, 35 hours during trading hours per week; constructing a portfolio of individual stocks and ETFs managed to grow client assets. Co-portfolio manager for diversified model portfolios based on client-specific risk tolerance. (2.) Integrated Financial Strategies, LLC; Investment Related Advisory Firm; Charlotte, NC; Investment Adviser Representative; March 2022 Started; Approximately 50 hours/week, Approximately 35 hours during trading hours per week; constructing a portfolio of individual stocks and ETFs managed to grow client assets
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-09 |
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