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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
CA RA APPROVED 2026-02-19
  • CA RA
    APPROVED
    Since 2026-02-19

Branch Locations

4225 Executive Square Suite 1150, La Jolla, CA 92037 • United States

10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • 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
Laird Norton Wetherby Wealth Management, Llc San Francisco CA 01/2024 01/2026
Wetherby Asset Management San Francisco CA 01/2019 12/2023
Wetherby Asset Management New York NY 01/2016 12/2018
Prosperity - An Eisneramper Company La Jolla CA 02/2026 Present
  • 01/2024 → 01/2026
    Laird Norton Wetherby Wealth Management, Llc
    San Francisco, CA
  • 01/2019 → 12/2023
    Wetherby Asset Management
    San Francisco, CA
  • 01/2016 → 12/2018
    Wetherby Asset Management
    New York, NY
  • 02/2026 → Present
    La Jolla, CA
Previous Registrations
  • 2023-12-18 → 2026-01-29
    Seattle, WA
  • 2025-03-03 → 2025-12-04
    Lnw
    San Francisco, CA
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-18
  • S65 Uniform Investment Adviser Law Examination
    2023-12-18
Other Names
  • Keon K Khamsehpour

View on SEC IAPD

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