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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-20 |
| NY | RA | APPROVED | 2024-02-20 |
| TX | RA | APPROVED | 2024-02-20 |
Branch Locations
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
111 Wood Avenue South Suite 110, Iselin, NJ 08830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amper Financial Services | Bridgewater | NJ | 10/2008 | Present |
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 08/2010 | 05/2023 |
| Eisneramper Wealth Management & Corporate Benefits, Llc | Iselin | NJ | 09/2008 | 02/2024 |
| Dai Securities, Llc | Atlanta | GA | 05/2023 | Present |
| Prosperity - An Eisneramper Company | Iselin | NJ | 02/2024 | Present |
Advocacy, LLC; Investment related; Service: OUTSIDE INSURANCE activities, life, health, disability, long term care insurance; Start date: 5/1/18; Duties and Title: Advisor. Prosperity - An EisnerAmper Company; investment related; Business type: RIA; Start date: 02/2024; title: Senior Wealth Advisor; Duties: financial planner, retirement plan investment specialist.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-01 |
| S66 | Uniform Combined State Law Examination | 2006-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-10 |
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