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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-20 |
Branch Locations
111 Wood Avenue South Suite 110, Iselin, NJ 08830 • United States
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 |
|---|---|---|---|---|
| Scottrade, Inc | Morristown | NJ | 11/2008 | 01/2017 |
| Unemployed | Scotch Plains | NJ | 01/2017 | 04/2017 |
| Axa Advisors, Llc | Woodbridge | NJ | 04/2017 | 07/2018 |
| Eisner Amper Wealth Management Corporate Benefits | Iselin | NJ | 08/2018 | 02/2024 |
| Apw Capital, Inc. | Rockaway | NJ | 09/2018 | 05/2023 |
| Dai Securities, Llc | Atlanta | GA | 05/2023 | Present |
| Prosperity - An Eisneramper Company | Iselin | NJ | 02/2024 | Present |
1-Prosperity - An EisnerAmper Company; Iselin, NJ; Service description: RIA; Start date: 02/2024; Title: Senior Relationship Manager; Duties: Relationship management between clients and advisors making sure best interest of client is being upheld; Time spent: 100%. 2. Prosperity an EisnerAmper Company, investment related, Iselin, NJ, Wealth Management, Wealth Advisor, 6/18/2024, 40 hours per month, 21-40 hours, providing advice to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-15 |
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