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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-01-06 |
Branch Locations
6711 Monroe St. Suite 2A, Sylvania, OH 43560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Sylvania | OH | 12/2011 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 07/2015 | Present |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 07/2015 | Present |
INDEPENDENT INSURANCE AGENT P&C FIXED INSURANCE SALES, LIFE, HEALTH, FIXED AND INDEXED ANNUITIES. FIXED INSURANCE SALE 5800 Monroe St, Bldg C, Suite 102, Sylvania OH 43560 COMMISSION: $20,000 ANNUALLY, 40 HOURS DEVOTED DURING BUSINESS AND TRADING HOURS REP IS AN IAR THROUGH PROSPERITY WEALTH MANAGEMENT, SAN RAMON, CA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-02 |
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