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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-17 |
| FL | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
900 South Pine Island Road Suite 110, Fort Lauderdale, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Wakefield | MA | 01/2015 | 03/2017 |
| Mass Mutual Life Insurance Company | Fort Lauderdale | FL | 07/2016 | 09/2025 |
| Mml Investors Services, Llc | Fort Lauderdale | FL | 03/2017 | 09/2025 |
| Prosperity - An Eisneramper Company | Fort Lauderdale | FL | 09/2025 | Present |
| Dai Securities Llc | Atlanta | GA | 09/2025 | Present |
1. Fixed Insurance and Annuity Sales. Investment Related. 900 South Pine Island Road, Suite 110, Fort Lauderdale, FL 33324. Nature: Fixed Annuity and Insurance Sales. Title/Position: Insurance Agent. Start Date: 03/2014. Approx. 5 hours per month devoted to business, 5 hour during securities trading. 2. NAME: BROWARD SHERIFF'S ADVISORY COUNCIL INV REL: Y ADD: 1815 NW 51ST PLACE, SUITE 1 FORT LAUDERDALE, FL 33309 NATURE: BOARD SERVICE POSITION: EXECUTIVE BOARD MEMBER/TREASURER START DATE: 02/01/2025 NO. HR/MO: 4 NO. HR/MO DURING TRADING: 0 DESCRIBE DUTIES: OVERSEE AND HELP WITH THE BUDGET AND WORK WITH THE BOOKKEEPER/CPA TO FILE THE TAXES. WILL ALSO VOTE ON WHICH GRANTS/REQUESTS GET APPROVED TO HELP WITH FIRST RESPONDERS. 3) PROSPERITY AN EISNERAMPER COMPANY; INVESTMENT RELATED; FT LAUDERDALE, FL; FINANCIAL ADVISOR; 9/2025; 40 HOURS; 40 HOURS; WORK WITH WITH CLIENTS AND THEIR WEALTH MANG AND FINANCIAL PLANNING NEEDS 4) FOUNDERS CHARITABLE FOUNDATION; NOT INVESTMENT RELATED; FORT LAUDERDALE, FL; BOARD MEMBER; HELPING FALLEN POLICE, FIRE AND FEDERAL AGENTS; 10/2026; 5 HOURS; 5 HOURS; I will be sitting on the board helping with who gets grants and the vision of the foundation. I will also most likely being helping the CFO and reviewing the assets that will be managed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-06 |
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