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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-11 |
Branch Locations
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
1500 Sunday Drive Suite 300, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Private Bank | Summit | NJ | 08/2019 | 04/2023 |
| Pwc Advisory Services Llc | Atlanta | GA | 06/2014 | 07/2017 |
| Jp Morgan Private Bank | Atlanta | GA | 06/2018 | 08/2018 |
| University Of North Carolina - Chapel Hill | Chapel Hill | NC | 08/2017 | 05/2019 |
| Mth Financial Advisory, Llc | Cary | NC | 03/2023 | 08/2025 |
| Prosperity - An Eisneramper Company | Raleigh | NC | 08/2025 | Present |
| Dai Securities Llc | Atlanta | GA | 08/2025 | Present |
1) PROSPERITY AN EISNERAMPER COMPANY; INVESTMENT RELATED; RALEIGH, NC; RELATIONSHIP MANAGER; 8/2025; 40 HOURS; 40 HOURS; IAR ASSISTING WITH CLIENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-25 |
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