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Reading the graph
Advisor at PROSPERITY CAPITAL ADVISORS
WESTLAKE, OH | Salt Lake City, UT | Clearfield, UT
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 CAPITAL ADVISORS | Independent wealth | May 6, 2024 | n/a | yes | WESTLAKE, OH|Clearfield, UT|Salt Lake City, UT | Current employment |
| MOTIV8 INVESTMENTS LLC | Independent wealth | Mar 13, 2023 | May 23, 2024 | no | Sandy, UT|PORT ST LUCIE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MOTIV8 INVESTMENTS LLC | PROSPERITY CAPITAL ADVISORS | May 23, 2024 | May 6, 2024 | -17 | Firm change | RIA to RIA |