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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
NJ RA APPROVED 2024-02-20
  • FL RA
    APPROVED
    Since 2025-01-01
  • NJ RA
    APPROVED
    Since 2024-02-20

Branch Locations

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

13099 S. Cleveland Avenue Suite 200, Fort Meyers, FL 33907 • United States

111 Wood Avenue South Suite 110, Iselin, NJ 08830 • 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
Everbank Jacksonville FL 06/2005 06/2017
Aurora Private Wealth, Inc. Parsippany NJ 08/2010 05/2023
Eisneramper Wealth Management Iselin NJ 07/2013 Present
Dai Securities, Llc Atlanta GA 05/2023 Present
Prosperity - An Eisneramper Company Iselin NJ 02/2024 Present
  • 06/2005 → 06/2017
    Everbank
    Jacksonville, FL
  • 08/2010 → 05/2023
    Aurora Private Wealth, Inc.
    Parsippany, NJ
  • 07/2013 → Present
    Eisneramper Wealth Management
    Iselin, NJ
  • 05/2023 → Present
    Dai Securities, Llc
    Atlanta, GA
  • 02/2024 → Present
    Iselin, NJ
Previous Registrations
  • 2008-04-09 → 2024-03-26
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Iselin, NJ
    Bonita Beach, FL
    Fort Meyers, FL
  • 2002-07-31 → 2008-04-18
    Securities America Advisors, Inc.
    Bridgewater, NJ
  • 2005-11-28 → 2006-02-14
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Bridgewater, NJ
Other Businesses

1-Prosperity an EisnerAmper Company; Investment Related; ISELIN, NJ; RIA; RIA; LLC; Advisor; 11/2001; 40 hours; 40 hours; Financial Planning and Investment Management 2-Smart Data Fusion, LLC; Wayne, NJ; Service Description: Software Technology Company; Org. type: LLC; Start date: 03/13/2014; Title: Chief Financial Officer; Duties: Books and record keeper; Time spent: 0. 3-ShelfScreen, LLC; Wayne, NJ; Service Description: Software Technology Company; Start date: 09/17/2012; Title: Chief Financial Officer; Duties: Maintaining books and records; Time spent: 0. 4. Scudillo & Co; Bonita Springs, FL; non-investment related; Service description: Entity for Brokerage; Duties: N/A; Title: Owner; Time spent: 0. 5. Advocacy LLC; non-investment related; Iselin, NJ; Business type: fixed insurance; Service: Solicitor of Life, Health, Disability, Long Term Care insurance products; Start date: 5/1/18; Title: Solicitor; Duties: Introduction for insurance product needs. 6. SAAS Realty, LLC, Investment related: Bonita Springs, Florida, 34134, Rental Real Estate, Officer, 09/01/2022, 0, none 7. EAG Wealth Management Strategies LLC & Eisner Advisory Group, LLC; Non-Investment-Related; Accounting Firm; Executive Vice President and Shareholder; CPA; Start Date: 3/2021; 0.5Hours/Month 8. Independent Insurance Agent; Investment-Related; 111 Wood Avenue South, Suite 110, Iselin, NJ 08830; Sale of Insurance Products; Start Date: 01/2004; 5 Hours/Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-26
S63 Uniform Securities Agent State Law Examination 1996-12-23
  • S65 Uniform Investment Adviser Law Examination
    1997-03-26
  • S63 Uniform Securities Agent State Law Examination
    1996-12-23
Designations
Other Names
  • Marc L Scudillo

View on SEC IAPD

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