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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-30 |
| TX | RA | APPROVED | 2023-08-30 |
Branch Locations
2501 Wayzata Blvd, Minneapolis, MN 55405 • United States
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 12/2014 | 11/2016 |
| Triad Hybrid Solutions, Llc | Norcross | GA | 12/2014 | 11/2016 |
| Lurie Wealth Advisors | Minneapolis | MN | 09/2014 | 07/2023 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2016 | 12/2018 |
| Advisornet Wealth Management | Minneapolis | MN | 11/2016 | 07/2023 |
| Dai Securities, Llc | Minneapolis | MN | 05/2019 | Present |
| Prosperity - An Eisneramper Company | Minneapolis | MN | 07/2023 | Present |
1. Prosperity - An EisnerAmper Company; 2501 Wayzata Blvd Minneapolis, MN 55405, Financial Advisor, as of 09/2022; 50% of time spend during business hours; Conducted at branch; investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-12 |
| S66 | Uniform Combined State Law Examination | 2007-05-29 |
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