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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
PA RA APPROVED 2023-11-15
  • PA RA
    APPROVED
    Since 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

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
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
  • 11/1994 → 09/2022
    St. Clair, Easton & England
    Philadelphia, PA
  • 07/1997 → 01/2020
    Cpa Investment Advisors Inc
    Bensalem, PA
  • 11/2007 → 09/2022
    Waltham, MA
  • 08/2022 → 11/2023
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Conshohocken,, PA
  • 07/2022 → 10/2022
    Apw Inc
    Rockaway, NJ
  • 10/2022 → 01/2023
    Apw Inc
    Rockaway, NJ
  • 02/2023 → Present
    Dai Securities, Llc
    Atlanta, GA
  • 11/2023 → Present
    Prosperity - An Eisnerampercompany
    Philadelphia, PA
  • 02/2021 → 11/2023
    Eisneramper, Llp
    Philadelphia, PA
Previous Registrations
  • 2022-09-01 → 2023-11-15
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Philadelphia, PA
    Iselin, NJ
  • 2010-07-21 → 2022-09-09
    Phiadelphia, PA
    Merchantville, NJ
  • 2002-06-26 → 2007-11-08
    Cincinnati Analysts, Inc.
    Conshohocken, PA
    Bala Cynwyd, PA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-10-16
S65 Uniform Investment Adviser Law Examination 1997-08-08
  • S63 Uniform Securities Agent State Law Examination
    1997-10-16
  • S65 Uniform Investment Adviser Law Examination
    1997-08-08
Other Names
  • Joseph Pitts
  • Joseph England

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