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Prosperity - An Eisneramper Company CRD 133777
$5.04B regulatory AUM 209 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Charlotte | NC | 04/2016 | 06/2021 |
| Alloy Investment Management | Greenville | NC | 10/2021 | 05/2022 |
| Unemployed | Indian Land | SC | 06/2021 | 09/2021 |
| Foundations Investment Advisors, Llc | Charlotte | NC | 10/2021 | 05/2022 |
| Apw Inc | Rockaway | NJ | 05/2022 | 07/2022 |
| Eisneramper | Iselin | NJ | 06/2022 | 02/2024 |
| Apw Inc | Rockaway | NJ | 07/2022 | 05/2023 |
| Dai Securities, Llc | Atlanta | GA | 05/2023 | Present |
| Prosperity - An Eisneramper Company | Iselin | NJ | 02/2024 | Present |
Prosperity - An EisnerAmper Company. Yes. 111 Wood Ave South Ste 110 Iselin NJ 08830. RIA. Relationship Manager. 02/2024. Full Time. Client Presentations, Financial Planning, Customer Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-09 |
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