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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 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
115 Federal Street Suite 901, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securites, Inc | Wakefield | MA | 04/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 09/2025 |
| Mml Investors Services, Llc | Wakefield | MA | 03/2017 | 09/2025 |
| Prosperity - An Eisneramper Company | Boston | MA | 09/2025 | Present |
| Dai Securities Llc | Atlanta | GA | 09/2025 | Present |
1) Fixed Insurance and Annuity Sales. Investment-Related. 160 Federal Street, Boston, MA 02110. Nature: Fixed Annuity and Insurance Sales. Title/Position: Insurance Agent. Start Date: 06/01/2018. Approx. 2 hours per month devoted to business, 1 hour during securities trading. 2) PROSPERITY AN EISNERAMPER COMPANY; INVESTMENT RELATED; DELRAY BEACH, FL; INVESTMENT ADVISOR REPRESENTATIVE; 9/2025; 40 HOURS; 40 HOURS; PREPARE COMPREHENSIVE FINANCIAL PLANS AND DEVELOP IMPLEMENT INVESTMENT STRATEGIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-24 |
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