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Exodus Wealth, LLC CRD 174328
$484M regulatory AUM 23 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2020-01-06 |
Branch Locations
143 Silver St. Suite 6, Waterville, ME 04901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wall Street Financial Group | Rochester | NY | 08/2003 | 09/2016 |
| Securities America, Inc. | Waterville | ME | 09/2016 | 02/2017 |
| Securities America Advisors, Inc. | Waterville | ME | 09/2016 | 02/2017 |
| Voya Financial Advisors | Waterville | ME | 02/2017 | 10/2017 |
| Fortune Financial Services, Inc. | Monaca | PA | 10/2017 | Present |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 01/2019 | Present |
1)INDEPENDENT INSURANCE AGENT;YES;143 SILVER ST STE 6,WATERVILLE, ME 04901;FIXED INSURANCE;INDEPENDENT INSURANCE AGENT;02/17/2017;160/160;SALE OF FIXED INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-08 |
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