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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-13 |
| OH | RA | APPROVED | 2020-01-06 |
Branch Locations
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employment | Lakewood | OH | 04/1978 | 12/2017 |
| Sii Investments, Inc. | Lakewood | OH | 01/1997 | 12/2017 |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 12/2017 | Present |
1) LIFE-WORK PLANNING - SALE & SERVICE OF FIXED INSURANCE PRODUCTS TO MAINLY INCLUDE: TERM LIFE, LONG-TERM & DISABILITY INCOME.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-17 |
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