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Christian Eliezer Urbina

Christian E. Urbina

PROSPERITUS WEALTH ADVISORS
CORAL SPRINGS, FL 33065
Some features on this profile are disabled
CRD#: 5104700
Christian Eliezer Urbina
Christian Eliezer UrbinaPROSPERITUS WEALTH ADVISORS

Professional summary

Christian Eliezer Urbina, CFP® is a registered financial advisor currently at PROSPERITUS WEALTH ADVISORS located in Coral Springs, Florida.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christian has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) DBA - URBINA INVESTMENT GROUP LLC, YES INVESTMENT RELATED, 11555 HERON BAY BOULEVARD, SUITE NO. 305, CORAL SPRINGS FLORIDA, 33076, OPERATING ENTITY USED AS CONDUIT FOR BUSINESS INCOME/EXPENSES RESULTING FROM INVESTMENT ADVISOR REPRESENTATIVE AND INSURANCE INCLUDING LIFE, HEALTH AND ANNUITY BUSINESS. THIS ENTITY IS USED FOR TAX AND ACCOUNTING PURPOSES FOR ALL REVENUE AND EXPENSES DERIVED IN THE COURSE OF INVESTMENT ADVISORY AND INSURANCE BUSINESS. PRESIDENT, START 5/1/2012, 25HPM, 0 HRS TRADING, ASSIGN REVENUES & TRACK EXPENSES THROUGH LLC. 2) Name: Board of Directors for FPA, Not Investment Related. Address: 2525 Ponce de Leon Blvd. Suite 300, Miami, FL 33134, Nature: To promote the financial planning process and profession and to provide value to members and the community by upholding the highest ethical standards of knowledge, integrity, and service. Position / Title / Relationship: Board Member, Hours per Month: 10. Hours During Trading Hours: 4, Duties: Oversee the planning and execution of pro-bono financial planning for the community. 3) Prosperitus Wealth Holding, LLC, Investment-related, Address: 2855 N University Drive Suite 110, Coral Springs, FL 33065, Nature of Business: Investing, Owner, Start Date: 03/01/2025, Hours per month: 1, Entity is used an investing vehicle for other Prosperitus Wealth ventures that are not advisory services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Eliezer Urbina's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

January 21, 2020 - Present

PROSPERITUS WEALTH ADVISORS

Office #1: 2855 N University Drive Suite 110, Coral Springs, FL 33065
RIA
CRD#: 306630
CORAL SPRINGS, FL
Past

December 18, 2018 - January 21, 2020

AVENIR PRIVATE ADVISORS, LLC

RIA
CRD#: 298064
Coral Springs, FL
Past

May 30, 2017 - June 29, 2018

KOVACK SECURITIES INC.

BD
CRD#: 44848
Coral Springs, FL
Past

July 16, 2012 - December 31, 2018

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

RIA
CRD#: 131631
Coral Springs, FL
Past

June 29, 2012 - June 8, 2017

CAPITAL GUARDIAN, LLC

BD
CRD#: 137919
FT LAUDERDALE, FL
Past

May 28, 2010 - July 13, 2012

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
FORT LAUDERDALE, FL
Past

September 29, 2009 - July 13, 2012

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
FORT LAUDERDALE, FL
Past

July 17, 2006 - September 29, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
PLANTATION, FL
Past

June 22, 2006 - September 29, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
PLANTATION, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/21/2020)
IAR
New York
(6/4/2021)
IAR
Texas
(4/18/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/13/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/21/2006
General Securities Representative Examination

Current Firm

PW
PROSPERITUS WEALTH ADVISORS
PROSPERITUS WEALTH ADIVSORS, LLC | PROSPERITUS WEALTH, LLC | PROSPERITUS WEALTH ADVISORS, LLC | PROSPERITUS WEALTH ADVISORS

CRD#: 306630 / SEC#:

Florida
Registered Investment Advisory firm - (1/21/2020 Approved)
New York
Registered Investment Advisory firm - (6/4/2021 Approved)
Texas
Registered Investment Advisory firm - (3/9/2021 Conditional Restricted)
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Contact information

Main Address
2855 N University Drive Suite 110, Coral Springs, FL 33065
Mailing Address
Phone number
(954) 400-1470
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts406
AUM (Assets Under Management)$ 60,400,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PROSPERITUS WEALTH ADVISORS

CRD#: 306630Coral Springs, FL 33065

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