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Advisor at PROSPERITY CAPITAL ADVISORS
Akron, OH | WESTLAKE, OH
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 | Nov 24, 2025 | n/a | yes | Akron, OH|WESTLAKE, OH | Current employment |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | Institutional manager | Dec 19, 2018 | Dec 9, 2024 | no | CLEVELAND, OH | Previous registration |
| SEQUOIA FINANCIAL GROUP, L.L.C. | Independent wealth | Jan 11, 2010 | Dec 31, 2018 | no | AKRON, OH | Previous registration |
| VALMARK ADVISERS, INC. | Bd affiliated wealth | Dec 14, 2006 | Nov 11, 2011 | no | AKRON, OH|AKRON, OH|AKRON, OH | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Mar 17, 2005 | Feb 13, 2006 | no | RICHFIELD, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | PROSPERITY CAPITAL ADVISORS | Dec 9, 2024 | Nov 24, 2025 | 350 | Firm change | Other |
| SEQUOIA FINANCIAL GROUP, L.L.C. | CBIZ INVESTMENT ADVISORY SERVICES, LLC | Dec 31, 2018 | Dec 19, 2018 | -12 | Firm change | RIA to RIA |
| VALMARK ADVISERS, INC. | SEQUOIA FINANCIAL GROUP, L.L.C. | Nov 11, 2011 | Jan 11, 2010 | -669 | Firm change after gap | Other |
| CHARLES SCHWAB & CO., INC. | VALMARK ADVISERS, INC. | Feb 13, 2006 | Dec 14, 2006 | 304 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 117756:286002:OH:2018-12-31 | Dec 31, 2018 | Dec 19, 2018 | AKRON, OH | Firm change |