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Reading the graph
Advisor at PROSPERITAS FINANCIAL, LLC
Altadena, CA | VALENCIA, CA
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 |
|---|---|---|---|---|---|---|
| PROSPERITAS FINANCIAL, LLC | Independent wealth | Dec 16, 2024 | n/a | yes | VALENCIA, CA|Altadena, CA | Current employment |
| CLARK ASSET MANAGEMENT + ASSOCIATES, INC. | n/a | Jul 6, 1989 | Mar 6, 2025 | no | ALTADENA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLARK ASSET MANAGEMENT + ASSOCIATES, INC. | PROSPERITAS FINANCIAL, LLC | Mar 6, 2025 | Dec 16, 2024 | -80 | Firm change after gap | Other |