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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-06 |
| MN | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2023-08-30 |
Branch Locations
2501 Wayzata Blvd, Minneapolis, MN 55405 • 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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 12/2014 | 11/2016 |
| Triad Hybrid Solutions, Llc | Norcross | GA | 12/2014 | 11/2016 |
| Lurie Wealth Advisors | Minneapolis | MN | 07/2014 | 07/2023 |
| Cetera Advisor Networks, Llc | Minneapolis | MN | 11/2016 | 12/2018 |
| Advisornet Wealth Management | Minneapolis | MN | 11/2016 | 07/2023 |
| Dai Securities, Llc | Minneapolis | MN | 05/2019 | Present |
| Eag Wealth Management Strategies, Llc | Minneapolis | MN | 03/2023 | Present |
| Prosperity - An Eisneramper Company | Minneapolis | MN | 07/2023 | Present |
| Prosperity - An Eisneramper Company Securities Llc | Minneapolis | MN | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: ST JOHN'S UNIVERSITY INVESTMENT RELATED: NO ADDRESS: 2850 ABBEY PLAZA, COLLEGEVILLE, MN 56321, NATURE OF BUSINESS: EDUCATION START DATE: 7/2018 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OVERSIGHT OF INSTITUTIONAL AFFAIRS AND MISSION. 2. College of Saint Benedict Investment Related: No Address: 37 South College Avenue, St. Joseph, MN 56374 Nature of Business: Education State Date: January 2022 Position/Title/Relationship: Board Member Apx Number of hours per week: None during trading hours Brief description of duties: Oversight of institutional affairs and mission 3. NAME OF OTHER BUSINESS: Prosperity - An EisnerAmper Company INVESTMENT RELATED: YES ADDRESS: 2501 WAYZATA BLVD, MINNEAPOLIS, MN 55405 NATURE OF BUSINESS: PARENT COMPANY OF PROSPERITY'S AND EISNERAMPER WEALTH MANAGEMENT'S RIAS START DATE: 03/2023 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER MONTH: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: OVERSEE RIA OPERATIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-12 |
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