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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-11 |
Branch Locations
505 Flagler Drive Suite 900, West Palm Beach, FL 33401 • United States
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 |
|---|---|---|---|---|
| Rsm Us Wealth Management Llc | Jacksonville | FL | 10/2017 | 04/2020 |
| Rsm Us Insurance Agency Services Llc | Chicago | IL | 12/2015 | 04/2020 |
| Grant Thornton | Miami | FL | 04/2020 | 07/2020 |
| Ey | Miami | FL | 07/2020 | 12/2022 |
| Bdo | West Palm Beach | FL | 12/2022 | 12/2024 |
| Eisneramper | West Palm Beach | FL | 01/2025 | Present |
| Prosperity - An Eisneramper Company | West Palm Beach | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-25 |
| S66 | Uniform Combined State Law Examination | 2011-06-14 |
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