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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-04 |
Branch Locations
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
225 S. Lake Avenue Suite 400, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon | Los Angeles | CA | 10/2014 | 07/2020 |
| Mbsc Securities Corporation | Los Angeles | CA | 05/2015 | 06/2020 |
| Prosperity - An Eisneramper Company | Pasadena | CA | 02/2026 | Present |
| Wilmington Trust | Los Angeles | CA | 08/2020 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-04 |
| S66 | Uniform Combined State Law Examination | 2008-05-22 |
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