DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PROSPERITY CAPITAL ADVISORS
Spokane Valley, WA | 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 | Mar 11, 2024 | n/a | yes | WESTLAKE, OH|Spokane Valley, WA | Current employment |
| ABRAHAM & CO., INC. | Independent wealth | Jul 19, 2019 | Apr 3, 2024 | no | GIG HARBOR, WA|Spokane Valley, WA|Spokane Valley, WA|Spokane, WA | Previous registration |
| LIFEMARK SECURITIES CORP. | Bd affiliated wealth | Sep 11, 2018 | Jul 22, 2019 | no | Liberty Lake, WA|ROCHESTER, NY|Liberty Lake, WA | Previous registration |
| COLUMBIA ADVISORY PARTNERS, LLC | Independent wealth | Apr 13, 2016 | Aug 15, 2018 | no | Spokane, WA|SPOKANE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ABRAHAM & CO., INC. | PROSPERITY CAPITAL ADVISORS | Apr 3, 2024 | Mar 11, 2024 | -23 | Firm change | RIA to RIA |
| LIFEMARK SECURITIES CORP. | ABRAHAM & CO., INC. | Jul 22, 2019 | Jul 19, 2019 | -3 | Firm change | Ibd to RIA |
| COLUMBIA ADVISORY PARTNERS, LLC | LIFEMARK SECURITIES CORP. | Aug 15, 2018 | Sep 11, 2018 | 27 | Firm change | RIA to RIA |