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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2005-03-02 |
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 |
|---|---|---|---|---|
| The Prosperity Consulting Group, Llc | Owings Mills | MD | 11/2004 | Present |
| Triad Advisors Inc. | Norcross | GA | 12/2011 | 12/2019 |
| Eag Wealth Management Strategies, Llc | Owings Mills | MD | 03/2023 | 01/2024 |
| Dai Securities Llc | Atlanta | GA | 04/2026 | Present |
1) Prosperity - An EisnerAmper Company; INVESTMENT RELATED; OWINGS MILLS, MD; RIA; SR. VICE PRESIDENT; START 11/2004; 160 HOURS/MONTH; 8 HOURS/DAY; Investment Advice/Financial Planning/Compliance 2) Self; Investment Related; OWINGS MILLS, MD; INSURANCE SALES; INSURANCE AGENT; 12/1/2011; 2 HOURS/MONTH; 10 MINS/TRADING DAY; Sell fixed annuities, life insurance, and LTC insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-18 |
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