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Current Employers
Prosperity Capital Advisors

30400 Detroit Road Suite 201, Westlake, OH 44145 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-11-29
MA RA APPROVED 2022-10-25
RI RA APPROVED 2022-08-03
  • FL RA
    APPROVED
    Since 2022-11-29
  • MA RA
    APPROVED
    Since 2022-10-25
  • RI RA
    APPROVED
    Since 2022-08-03

Branch Locations

30400 Detroit Road Suite 201, Westlake, OH 44145 • United States

1130 Ten Rod Rd., Bld F#102, North Kingstown, RI 02852 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
College Advisors Group Llc Warwick RI 08/2001 06/2023
Lifetime Advisors Group, Llc (D.b.a. For Advisory Business) Warwick RI 07/2009 Present
Lifetime Money Management Llc Warwick RI 05/2015 07/2017
Equity Services, Inc. Montpelier VT 08/2017 08/2022
C2P Capital Advisory Group D.b.a. Prosperity Capital Advisors West Lake OH 08/2022 Present
  • 08/2001 → 06/2023
    College Advisors Group Llc
    Warwick, RI
  • 07/2009 → Present
    Lifetime Advisors Group, Llc (D.b.a. For Advisory Business)
    Warwick, RI
  • 05/2015 → 07/2017
    Lifetime Money Management Llc
    Warwick, RI
  • 08/2017 → 08/2022
    Montpelier, VT
  • 08/2022 → Present
    C2P Capital Advisory Group D.b.a. Prosperity Capital Advisors
    West Lake, OH
Previous Registrations
  • 2017-09-05 → 2022-08-02
    Warwick, RI
    Colchester, VT
    Acushnet, MA
    Warwick, RI
    Naples, FL
    Warwick, RI
  • 2015-08-05 → 2017-08-02
    Lifetime Advisors Group
    Warwick, RI
Other Businesses

1) Ms. Jendzejec 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. Ms. Jendzejec spends approx. 10 hrs/week during trading hours on this activity. 2) Ms. Jendzejec is the owner of Lifetime Insurance Group, LLC d.b.a. Lifetime Advisors Group which is the operating entity for Ms. Jendzejec's advisory and insurance business. Ms. Jendzejec spends approximately forty hours per week during trading hours working under this entity. 3) Ms. Jendzejec is the President of JBL Enterprises LLC which is a property management company. Roughly five hours per week is spent on this activity typically outside of trading hours. This is not an investment related activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-02-03
S63 Uniform Securities Agent State Law Examination 1987-07-06
  • S65 Uniform Investment Adviser Law Examination
    1994-02-03
  • S63 Uniform Securities Agent State Law Examination
    1987-07-06
Designations
Other Names
  • Gayle M Jendzejec

View on SEC IAPD

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