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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-02-08 |
Branch Locations
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prosperity Consulting Group, Llc | Owings Mills | MD | 09/2007 | Present |
| Triad Advisors Inc | Norcross | GA | 12/2011 | 05/2023 |
| Dai Securities, Llc | Atlanta | GA | 06/2023 | Present |
1)THE PROSPERITY CONSULTING GROUP, LLC 10065 RED RUN BLVD, SUITE 200 OWINGS MILLS, MD 21117 SENIOR WEALTH ADVISOR NATURE OF BUSINESS: WEALTH MANAGEMENT SERVICES 09/2007 - CURRENT MONTHLY HOURS - 140 DAILY HOURS - 8 2) INSURANCE SALES; 10065 Red Run Blvd Suite 200, Owings Mills, MD 21117; not investment related; insurance sales; insurance agent; 1/1/2011; 20 hours per month; 1 hour per trading day; Run quotes, inforce illustrations, put together applications.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-13 |
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