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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
Commonwealth Financial Network Waltham MA 11/2013 09/2022
Cpa Financial Group, Llc Conshohocken PA 11/2013 12/2022
Apw Inc Rockaway NJ 06/2022 09/2022
Apw Inc Rockaway NJ 09/2022 01/2023
Eisneramper Wealth Management & Corporate Benefits, Llc Philadelphia PA 09/2022 11/2023
Dai Securities, Llc Atlanta GA 02/2023 Present
Prosperity - An Eisneramper Company Philadelphia PA 11/2023 Present
  • 11/2013 → 09/2022
    Waltham, MA
  • 11/2013 → 12/2022
    Cpa Financial Group, Llc
    Conshohocken, PA
  • 06/2022 → 09/2022
    Apw Inc
    Rockaway, NJ
  • 09/2022 → 01/2023
    Apw Inc
    Rockaway, NJ
  • 09/2022 → 11/2023
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Philadelphia, PA
  • 02/2023 → Present
    Dai Securities, Llc
    Atlanta, GA
  • 11/2023 → Present
    Philadelphia, PA
Previous Registrations
  • 2022-12-21 → 2023-11-15
    Eisneramper Wealth Management & Corporate Benefits, Llc
    Iselin, NJ
    Philadelphia, PA
  • 2020-06-30 → 2022-09-06
    Phiadelphia, PA
    Merchantville, NJ
Other Businesses

1. RYAN D. TYRELL, INC.; NOT INVESTMENT RELATED; BRYN MAWR PA; INSURANCE; OWNER; 2007; 0 HOURS; 0 HOURS; collects renewal income from old fixed insurance polices, no income from any type of security 2. Prosperity - An EisnerAmper Company. 1 Logan Square 130 N 18th St Suite 3000 Philadelphia PA 19103, Financial Advisor, as of 09/2022. 10% of time spend during business hours; conducted at branch; investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-26
S63 Uniform Securities Agent State Law Examination 2004-06-17
  • S65 Uniform Investment Adviser Law Examination
    2020-06-26
  • S63 Uniform Securities Agent State Law Examination
    2004-06-17

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