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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-30 |
Branch Locations
204 N. Winstead Avenue, Rocky Mount, NC 27804 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
4907-B Bridges Street, Morehead City, NC 28557 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 06/2025 | Present |
| Wealth Management Strategies, Inc. (Dba For Advisory Business) | Rocky Mount | NC | 06/2025 | Present |
| Wealth Management Strategies, Inc. | Rocky Mount | NC | 08/2018 | 06/2025 |
| Pnc Arena | Raleigh | NC | 08/2014 | 08/2019 |
1) Mr. Engrassia is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Engrassia spends approx. 10 hrs/week during trading hours on this activity. 2) Mr. Engrassia is the President of the local Rotary Club. In this capacity he will be leading the club, preside over meetings, appoint committee chairs and work directly with District Governor and Assistant District Governor. Mr. Engrassia spends approximately 4 hours per month on this activity during non-trading hours and approximately 2 hours per month during trading hours on this activity. This is not an investment related activity. 3) Mr. Engrassia works with the North Carolina chapter of the Association of Financial Consultants (AFC). Mr. Engrassia conducts seminars occasionally to help eliminate financial illiteracy as part of his marketing efforts. There are no product sales or company names mentioned at these seminars.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-23 |
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