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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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Wakefield | MA | 06/2019 | 09/2025 |
| Mml Investors Services, Llc | Wakefield | MA | 08/2019 | 09/2025 |
| Lowell General Hospital | Lowell | MA | 05/2015 | 01/2017 |
| Umass | Amherst | MA | 01/2017 | 07/2017 |
| Salvatore's Pizza | Lawrence | MA | 06/2017 | 08/2017 |
| Umass | Amherst | MA | 09/2017 | 06/2018 |
| Focus Technology | Burlington | MA | 05/2018 | 08/2018 |
| Umass | Amherst | MA | 08/2018 | 05/2019 |
| 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: 03/2025. Approx. 5 hours per month devoted to business, 5 hour during securities trading. 2) Prosperity, An EisnerAmper Company; Investment Related; Boston, MA; Registered Investment Advisor; Wealth Advisor; 9/2025; 40 hours; 40 hours; financial planning and asset management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-21 |
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