Prodigy Portfolio Management
Date of Initial Action
10/23/2023
Date of Most Recent Action
04/03/2024
Defendant/Respondent
Moss Westinghouse and Associates; Prodigy Portfolio Management
Documents
- 10/23/23 – Desist and Refrain Order (PDF)
- 04/03/24 – Consent Order (PDF)
About the Regulated Entity
If you have further questions or need more assistance, please call the DFPI’s Consumer Services Office at: 1-866-275-2677.
Last updated: