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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-15 |
Branch Locations
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
130 N. 18Th Street Suite 3000, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Clair, Easton & England | Philadelphia | PA | 11/1994 | 09/2022 |
| Cpa Investment Advisors Inc | Bensalem | PA | 07/1997 | 01/2020 |
| Commonwealth Financial Network | Waltham | MA | 11/2007 | 09/2022 |
| Eisneramper Wealth Management & Corporate Benefits, Llc | Conshohocken, | PA | 08/2022 | 11/2023 |
| Apw Inc | Rockaway | NJ | 07/2022 | 10/2022 |
| Apw Inc | Rockaway | NJ | 10/2022 | 01/2023 |
| Dai Securities, Llc | Atlanta | GA | 02/2023 | Present |
| Prosperity - An Eisnerampercompany | Philadelphia | PA | 11/2023 | Present |
| Eisneramper, Llp | Philadelphia | PA | 02/2021 | 11/2023 |
1. Prosperity - An EisnerAmper Company / yes / 130 N 18th Street Philadelphia PA 19103 / CPA Firm / Tax Firm / Partner / 2-1-2020 / 90 - 95% / Management of Client Services, oversee accounting & tax. Consulting engagements. 2. 26-28 Centre Street Associates LLC / no / 28 S Centre Street Merchantville NJ 08109 / Rental Property / Member & Investor / 1999 / 0% / none. 3. Gwynedd Mercy University / no / 1325 Summeytown Pike Gwynedd Valley PA 19437 / Board Member / 2015 / 1% / Meetings and vote.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-08 |
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