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2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-08 |
Branch Locations
2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583 • 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 |
|---|---|---|---|---|
| Prosperity Financial Group Inc. | San Ramon | CA | 06/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-12-16 |
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