Shea Weiner has been an investment adviser representative at Prosperitas Financial since September 2025, 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 · 1 yearValencia, CA · Adviser representative · Firm CRD 315768
Investment adviser representative registrations
Shea Weiner is registered as an investment adviser representative in California, since September 2025.
- CaliforniaSince 25 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 24 October 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 September 2025 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shea Jordan Weiner
- CRD
- 8039652
- Firm
- Prosperitas Financial · CRD 315768
- Office
- 25060 AVENUE STANFORD, SUITE 100, Valencia, CA 91355
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Shea Weiner work?
Shea Weiner is an investment adviser representative registered through Prosperitas Financial, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Shea Weiner a financial advisor?
Yes. Shea Weiner has a current investment-adviser registration in California, through Prosperitas Financial since September 2025.
How many years of experience does Shea Weiner have?
Shea Weiner has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Shea Weiner passed?
Shea Weiner has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in September 2025.
Where is Shea Weiner based?
Shea Weiner’s registered office is in Valencia, CA.
Is Shea Weiner registered with FINRA?
No. Shea Weiner has no current broker registration.
How can I verify Shea Weiner’s record?
Search CRD 8039652 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shea Weiner’s full registration record.
