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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 | 2025-09-07 |
Branch Locations
Leominster, MA • 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 |
|---|---|---|---|---|
| Securian Financial Services Inc | Deham | MA | 06/2020 | 06/2021 |
| Minnesota Life Insurance Company | Dedham | MA | 06/2020 | 06/2021 |
| Pioneer Financial Group | Dedham | MA | 05/2020 | 06/2021 |
| Walnut Street Center | Medford | MA | 10/2002 | 09/2020 |
| Mass Mutual Life Insurance Company | Wakefield | MA | 02/2022 | 09/2025 |
| Mml Investors Services, Llc | Wakefield | MA | 07/2021 | 09/2025 |
| Prosperity - An Eisneramper Company | Boston | MA | 09/2025 | Present |
| Dai Securities Llc | Atlanta | GA | 09/2025 | Present |
1) PROSPERITY AN EISNERAMPER COMPANY; INVESTMENT RELATED; BOSTON, MA; RIA; PARAPLANNER; 9/2025; 40 HOURS; 40 HOURS; FINANCIAL PLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-13 |
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