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Detailed Report
JOSEPH JEFFRY D'URSO
CRD#: 6125743
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Investment Adviser
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Previous Broker
PROSPERITY WEALTH MANAGEMENT, INC.CRD#: 174328 Marietta, GA
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2016 - 2017 (<1 year)2 FIRMS2017 - 2019 (1 year)IAPROSPERITY WEALTH MANAGEMENT, INC. (CRD# 174328)2020 - Present (5 years)BFORTUNE FINANCIAL SERVICES, INC. (CRD# 42150)2021 - 2021 (<1 year)BLINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)2015 - 2016 (1 year)IAPROSPERITY WEALTH MANAGEMENT, INC. (CRD# 174328)2019 - 2019 (<1 year)IALINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)2016 - 2016 (<1 year)
License(s)

State Registrations

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California 1/6/2020
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Georgia 7/30/2020
Current Registration(s)
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PROSPERITY WEALTH MANAGEMENT, INC. (CRD#:174328)
Marietta, GA
Registered with this firm since 1/6/2020
Previous Registration(s)
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 05/14/2021 - 12/31/2021 FORTUNE FINANCIAL SERVICES, INC. (CRD#:42150) Marietta, GA
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 06/07/2019 - 12/31/2019 PROSPERITY WEALTH MANAGEMENT, INC. (CRD#:174328) Marietta, GA
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 08/09/2017 - 06/06/2019 SPC (CRD#:110692) Marietta, GA
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 08/09/2017 - 06/06/2019 PARKLAND SECURITIES, LLC (CRD#:115368) Marietta, GA
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 10/14/2016 - 09/08/2017 INTEGRATED WEALTH CONCEPTS LLC (CRD#:284656) Severna Park, MD
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 10/14/2016 - 08/28/2017 LPL FINANCIAL LLC (CRD#:6413) SEVERNA PARK, MD
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 04/18/2016 - 10/18/2016 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SEVERNA PARK, MD
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 05/27/2015 - 10/18/2016 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SEVERNA PARK, MD
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.