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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
FL RA APPROVED 2025-01-01
MD RA APPROVED 2025-01-01
TX RA APPROVED_RES 2021-03-25
VA RA APPROVED 2021-03-25
  • FL RA
    APPROVED
    Since 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2021-03-25
  • VA RA
    APPROVED
    Since 2021-03-25

Branch Locations

10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • 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
Hertzbach & Company, P.A. Owings Mills MD 04/1980 05/2017
The Prosperity Consulting Group, Llc Owings Mills MD 01/2000 Present
Triad Advisors Inc Norcross GA 12/2011 05/2023
The Hoffman Group, Llc Owings Mills MD 06/2017 10/2022
Eisner Advisory Group Llc Owings Mills MD 10/2022 Present
Eisneramper Llp Owings Mills MD 10/2022 Present
Dai Securities, Llc Atlanta GA 06/2023 Present
  • 04/1980 → 05/2017
    Hertzbach & Company, P.A.
    Owings Mills, MD
  • 01/2000 → Present
    The Prosperity Consulting Group, Llc
    Owings Mills, MD
  • 12/2011 → 05/2023
    Triad Advisors Inc
    Norcross, GA
  • 06/2017 → 10/2022
    The Hoffman Group, Llc
    Owings Mills, MD
  • 10/2022 → Present
    Eisner Advisory Group Llc
    Owings Mills, MD
  • 10/2022 → Present
    Eisneramper Llp
    Owings Mills, MD
  • 06/2023 → Present
    Dai Securities, Llc
    Atlanta, GA
Previous Registrations
  • 2023-02-02 → 2023-02-06
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Iselin, NJ
    Owings Mills, MD
  • 2005-01-05 → 2011-12-19
    1St Global Advisors Inc
    Owings Mills, MD
    Owings Mills, MD
  • 2002-02-04 → 2004-12-31
    Legg Mason Wood Walker, Incorporated
    Owings Mills, MD
Other Businesses

1. THE PROSPERITY CONSULTING GROUP LLC; INVESTMENT RELATED; 10065 RED RUN BLVD SUITE 200 OWINGS MILLS MD 21117; FINANCIAL PLANNING, ASSET MANAGEMENT, ESTATE PLANNING; INVESTMENT ADVISER REPRESENTATIVE; 01/2000; 160 HRS/MONTH; 40 HRS/WEEK; OVERSEE AND MEET WITH CLIENT AND COMPANY EMPLOYEES 2. JOSEPH W CAMAC IRREVOCABLE TRUST; NOT INVESTMENT RELATED; 10065 RED RUN BLVD., SUITE 200 OWINGS MILLS, MD 21117; TRUSTEE; NOT A BUSINESS; .001 HURS/MONTH; ANNUALLY PREPARE & MAIL CRUMMY LETTERS TO BENEFICIARIES. ANNUALLY WRITE CHECK FOR INSURANCE PAYMENT; 3. JACKSON S HADEN IRREVOCABLE TRUST; NOT INVESTMENT REALTED; 10065 RED RUN BLVD SUITE 200 OWINGS MILLS MD 21117; TRUSTEE; NOT A BUSINESS; .001 HRS/MONTH; ANNUALL PREPARE AND MAIL CRUMMY LETTERS TO BENEFICIARIES. ANNUALLY WRITE CHECK FOR INSURANCE PAYMENT 4. TOPSTAGE LLC; NOT INVESTMENT RELATED; 7251 W. SAHARA AVENUE, LAS VEGAS, NV 89117; PIZZA, SODA SALES; MEMBER; 1993; 1 HR/MONTH; DISTRIBUTIONS; PROBLEM RESOLUTION 5. STAGHORN, LLC; NOT INVESTMENT RELATED; 256 PROVIDENCE ROAD, ANNAPOLIS, MD 21409; REAL ESTATE DEVELOP AND RENTAL; MEMBER; 1996; 0 HR/MONTH; NOT COMPENSATED; PROBLEM RESOLUTION 6. RENTAL PROPERTIES; NOT INVESTMENT RELATED; 10065 RED RUN BLVD SUITE 220 OWINGS MILLS MD 21117; BUY AND RENT REAL ESTATE; OWNER; 1990; 1 HRS/MONTH; DISTRIBUTIONS; BROBLEM RESOLUTION 7. INSURANCE SALES; 10065 Red Run Blvd, STE 200, Owings Mills MD 21117; Not investment related; Insurance Sales; Insurance Agent; 12/1/2011; 2 hours per month; 10 Minutes per trading day; Review insurance quotes, write new policies; 8. EISNERAMPER LLP; NOT INVESTMENT-RELATED; 10065 RED RUN BLVD SUITE 220 OWING MILLS MD 21117; ACCOUNTING FIRM; PARTNER, AUDIT & ASSURANCE; 10/2022; 40 HOURS/MONTH; TAX ACCOUNTING, TAX PREPARATION SERVICES AND CONSULTATIONS 9. EISNER ADVISORY GROUP, LLC; NOT INVESTMENT-RELATED; 10065 RED RUN BLVD SUITE 220 OWING MILLS MD 21117; ACCOUNTING FIRM; PARTNER; 10/2022; 40 HOURS/MONTH; TAX ACCOUNTING, TAX PREPARATION SERVICES AND CONSULTATIONS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-20
  • S66 Uniform Combined State Law Examination
    2001-12-20

View on SEC IAPD

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