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.

Current firm

PROSPERITY CAPITAL ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 1987earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

4

Designations

Chartered Financial Consultant

Exams

S63

First exam

Oct 1, 1987

First registration

Jan 1, 2001

Dual registered

no

Other names

BOB KRAMER

IAPD individual key

1715096

• Occurred

  May 27, 2025
  Advisor changed firm

  Robert Joseph Kramer left Spc for Prosperity Capital Advisors (registered 2025-05-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:95a797a7-0b0b-79a7-0e62-aab9a36adf91

First observed

Jan 1, 2001

Last observed

Sep 16, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.