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Advisor at PROSPERITY WEALTH PLANNING LLC
IRVINE, CA | Long Beach, CA | Frisco, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PROSPERITY WEALTH PLANNING LLC | Independent wealth | Jun 16, 2025 | n/a | yes | Frisco, TX|Long Beach, CA|IRVINE, CA | Current employment |
| APELLA WEALTH | Independent wealth | Jul 20, 2023 | Jun 6, 2025 | no | Huntington Beach, CA|WEST HARTFORD, CT | Previous registration |
| INSPIRED FINANCIAL | Former SEC adviser | Oct 7, 2022 | Nov 6, 2023 | no | HUNTINGTON BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| APELLA WEALTH | PROSPERITY WEALTH PLANNING LLC | Jun 6, 2025 | Jun 16, 2025 | 10 | Firm change | RIA to RIA |
| INSPIRED FINANCIAL | APELLA WEALTH | Nov 6, 2023 | Jul 20, 2023 | -109 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125713:171106:CA:2023-11-06 | Nov 6, 2023 | Jul 20, 2023 | HUNTINGTON BEACH, CA | Firm change after gap |