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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-16 |
Branch Locations
111 Wood Avenue South Suite 110, Iselin, NJ 08830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Miami | FL | 06/2009 | 08/2020 |
| Charles Schwab Bank | Miami | FL | 06/2009 | 08/2020 |
| Bay Colony Advisors | Summit | NJ | 08/2020 | 12/2023 |
| Prosperity - An Eisneramper Company | Iselin | NJ | 06/2024 | Present |
| 1417 Capital | Summit | NJ | 01/2024 | 06/2024 |
| Dai Securities Llc | Atlanta | GA | 07/2024 | Present |
1. PROSPERITY - AN EISNERAMPER COMPANY; INVESTMENT RELATED; ISELIN, NJ; REGISTERED INVESTMENT ADVISOR; WEALTH ADVISOR; 06/2024; 20+ HOURS DURING BUSINESS HOURS; ADVISE CLIENTS REGARDING FINANCIAL PLANNING DECISIONS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-31 |
| S66 | Uniform Combined State Law Examination | 2004-01-14 |
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