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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 |
| FL | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED | 2025-09-05 |
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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Wakefield | MA | 01/2015 | 03/2017 |
| Mass Mutual Life Insurance Company | Wakefield | 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: 11/1992. Approx. 4 hours per month devoted to business, 4 hour during securities trading. (2) Name: Alan Bolotin Inv rel: N Add: 165 Captain's Row, Chelsea, MA 02150 Nature: Position: Compensation Committee Member Start date: 05/15/2021 No. HR/MO: 1 No. HR/MO during sec trading: 0 (3) Name: 38 Breed Street, LLC Inv rel: Y Add: 4086 Live Oak Boulevard, Delray Beach FL 33445 Nature: Simple Rental Property Position: Manager Start date: 10/26/2022 No. HR/MO: 2 No. HR/MO during sec trading: 2 Describe Duties: Negotiate lease, collect rent, pay expenses for property. 4) 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-14 |
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