Best Investors Account Sign in
Employer firm

Prosperity - An Eisneramper Company CRD 133777

$5.04B regulatory AUM 209 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Prosperity - An Eisneramper Company

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-07
  • NC RA
    APPROVED
    Since 2024-08-07

Branch Locations

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

1500 Sunday Drive Suite 300, Raleigh, NC 27607 • 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
Hughes Pittman & Gupton, Llp Raleigh NC 09/1999 02/2024
1St Global Capital Corp Raleigh NC 09/2002 10/2019
1St Global Advisors, Inc. Raleigh NC 09/2003 10/2019
Avantax Insurance Services, Inc. Raleigh NC 07/2004 08/2024
Avantax Investment Services, Inc. Raleigh NC 10/2019 08/2024
Avantax Advisory Services Raleigh NC 10/2019 08/2024
Hpg Wealthcare Advisors, Llc; (Formerly Hpg Financial Services, Raleigh NC 01/2006 08/2024
Eisneramper Raleigh NC 02/2024 Present
Dai Securities Llc Atlanta GA 08/2024 Present
Prosperity - An Eisneramper Company Raleigh NC 08/2024 Present
  • 09/1999 → 02/2024
    Hughes Pittman & Gupton, Llp
    Raleigh, NC
  • 09/2002 → 10/2019
    1St Global Capital Corp
    Raleigh, NC
  • 09/2003 → 10/2019
    1St Global Advisors, Inc.
    Raleigh, NC
  • 07/2004 → 08/2024
    Avantax Insurance Services, Inc.
    Raleigh, NC
  • 10/2019 → 08/2024
    Avantax Investment Services, Inc.
    Raleigh, NC
  • 10/2019 → 08/2024
    Avantax Advisory Services
    Raleigh, NC
  • 01/2006 → 08/2024
    Hpg Wealthcare Advisors, Llc; (Formerly Hpg Financial Services,
    Raleigh, NC
  • 02/2024 → Present
    Eisneramper
    Raleigh, NC
  • 08/2024 → Present
    Dai Securities Llc
    Atlanta, GA
  • 08/2024 → Present
    Raleigh, NC
Previous Registrations
  • 2019-10-25 → 2024-08-19
    Avantax Advisory Services
    Raleigh, NC
  • 2003-09-02 → 2019-10-25
    1St Global Advisors Inc
    Raleigh, NC
Other Businesses

1) FIXED INSURANCE AND ANNUITY SALES; POSITION: Insurance Agent NATURE: Fixed annuity and insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/2024; 1500 Sunday Drive, Suite 300, Raleigh NC 27607. 2) EISNERAMPER POSITION: Partner NATURE: Tax and Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 125 START DATE: 02/01/2024 ADDRESS: 1500 Sunday Drive, Suite 300, Raleigh NC 27607, United States DESCRIPTION: Tax and Accounting.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-30
  • S66 Uniform Combined State Law Examination
    2002-10-30
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
Other Names
  • Larry Hamilton
  • Lawrence Alan Hamilton

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Owings Mills, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor