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Westchester, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-17 |
Branch Locations
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-03 |
Branch Locations
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kirlin Assoc | West Chester | PA | 11/2000 | Present |
| Fortune Financial Services, Inc | New Brighton | PA | 01/2012 | Present |
| Prosperity Wealth Management, Llc | San Ramon | CA | 09/2017 | Present |
| Joseph P Kirlin Iii & Associates | West Chester Pa | PA | 11/2000 | Present |
1. RIA, JOSEPH P. KIRLIN III & ASSOC PRINCIPAL, SOLE PROPRIETOR. INVESTMENT ADVISOR. DEVOTE 20 HRS/MO. FINANCIAL INTEREST $50,000.EST 1989... 2.KIRLIN ASSOCIATES INSURANCE ALSO ESTATE PLANNING. SOLE PROPRIETOR. DEVOTE 80 HRS/MO. FINANCIAL INTEREST $50,000. COMP IS FROM COMMISSIONS. EST 1981. 3. Rep is an IAR with Prosperity Wealth Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-16 |
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