McEathren Herrera has been an investment adviser representative at Prosperitas Financial since January 2023, and is not listed among the firm’s executive officers or direct owners.
Prosperitas Financial, LLC is a Valencia, CA firm with $812M under management, 2,138 clients and 23 advisers across 2 offices, as of its September 2026 filing.
- Prosperitas Financial, LLCCurrent– present · 3 yearsValencia, CA · Adviser representative · Firm CRD 315768
Investment adviser representative registrations
McEathren Herrera is registered as an investment adviser representative in California, since January 2023.
- CaliforniaSince 31 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 January 2023 |
| SIE | Securities Industry Essentials Examination | 17 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7693598
- Firm
- Prosperitas Financial · CRD 315768
- Office
- 25060 AVENUE STANFORD, SUITE 100, Valencia, CA 91355
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does McEathren Herrera work?
McEathren Herrera is an investment adviser representative registered through Prosperitas Financial, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is McEathren Herrera a financial advisor?
Yes. McEathren Herrera has a current investment-adviser registration in California, through Prosperitas Financial since January 2023.
How many years of experience does McEathren Herrera have?
McEathren Herrera has 3 years in the financial industry, since January 2023, across 1 adviser firm.
What exams has McEathren Herrera passed?
McEathren Herrera has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2022.
Where is McEathren Herrera based?
McEathren Herrera’s registered office is in Valencia, CA.
Is McEathren Herrera registered with FINRA?
No. McEathren Herrera has no current broker registration.
How can I verify McEathren Herrera’s record?
Search CRD 7693598 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes McEathren Herrera’s full registration record.
