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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-20 |
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-10 |
Branch Locations
1 Summit Court Suite 100, Fishkill, NY 12524 • 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 |
|---|---|---|---|---|
| Next Financial Group, Inc | Wappingers Falls | NY | 03/2006 | 10/2021 |
| Fsc Wealth Advisors, Llc | Fishkill | NY | 02/2010 | 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 - IAR will work under FSC WEALTH ADVISORS LLC - investment related business located at branch location. 2) AESCULAPIUS CLUB - Director 3) Independent Rep with various insurance carriers for FIXED INSURANCE SALES - done under FSC Wealth Advisors back office. 4) Prosperity Capital Advisors - IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-03 |
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