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Advisor at PROSPERITY FINANCIAL PLANNING LLC
CELEBRATION, FL
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 FINANCIAL PLANNING LLC | State registered | Jun 19, 2025 | n/a | yes | CELEBRATION, FL | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Nov 15, 2022 | Nov 12, 2024 | no | Malvern, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | PROSPERITY FINANCIAL PLANNING LLC | Nov 12, 2024 | Jun 19, 2025 | 219 | Firm change | Ibd to state RIA |