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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| NJ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-23 |
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