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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED | 2024-08-12 |
| MN | RA | APPROVED | 2023-08-30 |
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 |
|---|---|---|---|---|
| Advisornet Wealth Management | Minneapolis | MN | 10/2021 | 07/2023 |
| U.S. Bank | Minneapolis | MN | 07/2018 | 09/2021 |
| Accredited Investors, Inc. | Edina | MN | 12/2014 | 06/2018 |
| Lurie Wealth Advisors | Minneapolis | MN | 10/2021 | 07/2023 |
| Dai Securities, Llc | Minneapolis | MN | 12/2021 | Present |
| Prosperity - An Eisneramper Company | Minneapolis | MN | 07/2023 | Present |
1. INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; 2501 WAYZATA BLVD, MINNEAPOLIS, MN 55405; SALE OF INSURANCE PRODUCTS; START DATE: 02/04/19; 1 HOUR/MONTH; 1 HOUR/MONTH DURING SECURITIES TRADING HOURS 2. Prosperity - An EisnerAmper Company; 2501 Wayzata Blvd Minneapolis, MN 55405, Financial Advisor, as of 09/2022; 50% of time spend during business hours; Conducted at branch; investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-18 |
| S66 | Uniform Combined State Law Examination | 2014-09-25 |
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