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Current Employers
Prosperity - An Eisneramper Company

10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-11-15
  • PA RA
    APPROVED
    Since 2023-11-15

Branch Locations

10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States

130 N. 18Th Street Suite 3000, Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
St Clair Cpas, Pc Conshohocken PA 10/1999 12/2022
Commonwealth Financial Network Waltham MA 11/2007 09/2022
Cpa Solutions, Llc Conshohocken PA 11/2007 12/2022
Eisneramper Wealth Management & Corporate Benefits, Llc Conshohocken PA 08/2022 11/2023
Apw Inc Rockaway NJ 06/2022 09/2022
Apw Inc Rockaway NJ 09/2022 01/2023
Dai Securities, Llc Atlanta GA 02/2023 Present
Prosperity - An Eisneramper Company Philadelphia PA 11/2023 Present
Eisneramper Llp Philadelphia PA 02/2021 07/2022
Eisneramper Advisory Group, Llc Philadelphia PA 07/2022 11/2023
  • 10/1999 → 12/2022
    St Clair Cpas, Pc
    Conshohocken, PA
  • 11/2007 → 09/2022
    Waltham, MA
  • 11/2007 → 12/2022
    Cpa Solutions, Llc
    Conshohocken, PA
  • 08/2022 → 11/2023
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Conshohocken, PA
  • 06/2022 → 09/2022
    Apw Inc
    Rockaway, NJ
  • 09/2022 → 01/2023
    Apw Inc
    Rockaway, NJ
  • 02/2023 → Present
    Dai Securities, Llc
    Atlanta, GA
  • 11/2023 → Present
    Philadelphia, PA
  • 02/2021 → 07/2022
    Eisneramper Llp
    Philadelphia, PA
  • 07/2022 → 11/2023
    Eisneramper Advisory Group, Llc
    Philadelphia, PA
Previous Registrations
  • 2022-09-01 → 2023-11-15
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Iselin, NJ
    Philadelphia, PA
  • 2010-07-21 → 2022-09-07
    Phiadelphia, PA
    Merchantville, NJ
  • 2002-06-25 → 2007-11-08
    Cincinnati Analysts, Inc.
    Conshohocken, PA
    Merchantville, PA
Other Businesses

1. 26-28 Centre Associates, LLC, Co-Owner, 9/1/1999, a private entity created to own rental real estate; 0% of time spent during business hours; not conducted at branch; not investment related. 2. Prosperity - An EisnerAmper Company; 1 Logan Square 130 N 18th St Suite 3000 Philadelphia PA 19103, Partner, Tax Preparation, CPA, as of 02/01/2021; 10% of time spent during business hours; Conducted at branch; investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-13
  • S66 Uniform Combined State Law Examination
    2000-11-13

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