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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-09 |
| NY | RA | APPROVED | 2024-10-18 |
Branch Locations
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | New York | NY | 06/2011 | 11/2020 |
| Morgan Stanley | Purchase | NY | 03/2021 | 06/2023 |
| Unemployed | New York | NY | 12/2020 | 03/2021 |
| Mariner Wealth Advisors | Overland Park | KS | 06/2023 | 09/2024 |
| Prosperity - An Eisneramper Company | New York | NY | 10/2024 | Present |
| Dai Securities Llc | Atlanta | GA | 04/2025 | Present |
1) PROSPERITY AN EISNERAMPER COMPANY; INVESTMENT RELATED; NEW YORK, NY; RIA; WEALTH ADVISOR; 4/2025; 40 HOURS; 40 HOURS; FINANCIAL PLANING AND ADVISORY SERVICES 2) INSURANCE AGENT; INVESTMENT RELATED; NEW YORK, NY; INSURANCE AGENT; 6/2025; 5 HOURS; 5 HOURS; FIXED INSURANCE AND ANNUITY SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-12 |
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