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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
MN RA APPROVED 2024-08-19
  • MN RA
    APPROVED
    Since 2024-08-19

Branch Locations

2501 Wayzata Boulevard Suite 200, Minneapolis, MN 55405 • 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
Eide Bailly Financial Services Fargo ND 06/2014 01/2024
Eide Bailly Agency Fargo ND 06/2014 01/2024
Bismarck Gymnastics Academy Valley City ND 12/2002 09/2018
United Planners' Financial Services Scottsdale AZ 09/2015 07/2023
Bismarck Public Schools Bismarck ND 11/2015 10/2016
Eide Bailly Advisors Fargo ND 10/2015 01/2024
Dai Securities Llc Atlanta GA 01/2024 Present
Prosperity - An Eisneramper Company Minneapolis MN 01/2024 Present
  • 06/2014 → 01/2024
    Eide Bailly Financial Services
    Fargo, ND
  • 06/2014 → 01/2024
    Eide Bailly Agency
    Fargo, ND
  • 12/2002 → 09/2018
    Bismarck Gymnastics Academy
    Valley City, ND
  • 09/2015 → 07/2023
    United Planners' Financial Services
    Scottsdale, AZ
  • 11/2015 → 10/2016
    Bismarck Public Schools
    Bismarck, ND
  • 10/2015 → 01/2024
    Eide Bailly Advisors
    Fargo, ND
  • 01/2024 → Present
    Dai Securities Llc
    Atlanta, GA
  • 01/2024 → Present
    Minneapolis, MN
Previous Registrations
  • 2014-06-30 → 2024-01-19
    Eide Bailly Advisors, Llc
    Bismarck, ND
    Sioux Falls, SD
Other Businesses

1. Prosperity - An EisnerAmper Company. Yes. 2501 S Wayzata Blvd, Minneapolis, MN 55405, RIA, Chief Operating Officer, 01/23/2024, 42-80, 21-40, Responsible for helping develop, lead and implement the practice's annual business plan.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-18
  • S66 Uniform Combined State Law Examination
    2014-06-18
Other Names
  • Cassity N Lloyd
  • Cassity N Wingenbach
  • Cassity Wingenbach

View on SEC IAPD

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