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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 | 2025-09-15 |
| NJ | RA | APPROVED | 2023-11-24 |
| PA | RA | APPROVED | 2023-11-15 |
Branch Locations
305 Fellowship Road Suite 200, Mount Laurel, NJ 08054 • United States
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eisneramper, Llp | Merchantville | NJ | 02/2021 | 03/2023 |
| Commonwealth Financial Network | Waltham | MA | 11/2007 | 09/2022 |
| Eisneramper Wealth Management & Corporate Benefits, Llc | Merchantville | NJ | 08/2022 | 03/2023 |
| Apw Inc | Rockaway | NJ | 06/2022 | 09/2022 |
| Apw Inc | Rockaway | NJ | 09/2022 | 02/2023 |
| Dai Securities, Llc | Atlanta | GA | 02/2023 | Present |
| Cpa Financial Group, Llc | Merchantville | NJ | 09/1997 | 08/2022 |
| Eisneramper, Llp / Eisner Advisory Group, Llc | Mount Laurel | NJ | 03/2023 | 11/2023 |
| Eisneramper Wealth Management & Corporate Benefits, Llc | Mount Laurel | NJ | 03/2023 | 11/2023 |
| Prosperity - An Eisneramper Company | Mount Laurel | NJ | 11/2023 | Present |
1. Fixed Insurance Sales. Start Date: 10/01/1997, 10% of time spent during business hours, Conducted at branch location; Investment related. 2. Prosperity - An EisnerAmper Company; 305 Fellowship Road, Suite 200, Mt. Laurel, NJ 08109. Start Date - 11/2023. Investment-Related. Wealth Advisor. 90% of time spent during business hours. Duties include financial planning. 3. Friends of Father Judge High School Inc; Not Investment Related; Philadelphia, PA; Non-Profit Organization; Chairman of the Board; 3/2025; 20 hours; 5 hours; Board responsibilities, consultations, meetings with Administration, high school events. 4. EisnerAmper LP / Eisner Advisory Group LLC; Not Investment Related; Mt Laurel, NJ; CPA Firm; Retired CPA Partner; 3/2025; 20 hours; 20 hours; Tax Review and Tax Consultations with Clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-28 |
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