Best Investors Account Sign in
Current Employers
Prosperity - An Eisneramper Company

10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-06-30
NY RA APPROVED 2024-02-20
  • CT RA
    APPROVED
    Since 2026-06-30
  • NY RA
    APPROVED
    Since 2024-02-20

Branch Locations

733 Third Avenue, New York, NY 10017 • United States

10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Forest Hills NY 07/2016 08/2022
Gladstone Institutional Advisory, Llc Dba:GLadstone Wealth Group Forest Hills NY 07/2016 10/2019
Apw Inc. Rockaway NJ 07/2022 09/2022
Eisneramper Wealth Management & Corporate Benefits New York NY 08/2022 02/2024
Apw Inc Rockaway NJ 09/2022 05/2023
Dai Securities, Llc Atlanta GA 05/2023 Present
Prosperity - An Eisneramper Company New York NY 02/2024 Present
  • 07/2016 → 08/2022
    Forest Hills, NY
  • 07/2016 → 10/2019
    Gladstone Institutional Advisory, Llc Dba:GLadstone Wealth Group
    Forest Hills, NY
  • 07/2022 → 09/2022
    Apw Inc.
    Rockaway, NJ
  • 08/2022 → 02/2024
    Eisneramper Wealth Management & Corporate Benefits
    New York, NY
  • 09/2022 → 05/2023
    Apw Inc
    Rockaway, NJ
  • 05/2023 → Present
    Dai Securities, Llc
    Atlanta, GA
  • 02/2024 → Present
    New York, NY
Previous Registrations
  • 2022-10-03 → 2024-02-22
    Eisneramper Wealth Management & Corporate Benefits, Llc
    New York, NY
    Iselin, NJ
  • 2019-11-15 → 2022-08-25
    Forest Hills, NY
    Bedminster, NJ
  • 2016-08-04 → 2019-11-25
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Forrest Hills, NY
    Bedminster, NJ
  • 2012-10-01 → 2016-08-04
    Forest Hills, NY
    Forest Hills, NY
    Glendale, NY
    Richmond Hill, NY
    Ridgewood, NY
    Woodhaven, NY
    Forest Hills, NY
    Richmond Hill, NY
  • 2011-11-22 → 2012-10-01
    Chase Investment Services Corp.
    Forest Hills, NY
    Forest Hills, NY
    Howard Beach, NY
Other Businesses

1. Prosperity - An EisnerAmper Company / yes / 733 3rd Ave. NY NY 10017 / RIA / Relationship Manager / 02-16-2024 / 100% / Manage Client Relationships and review accounts. 2. STL Traders LLC / 2341 Knapp Street Brooklyn NY 11229 / no / Owner / 8-31-2021 / 20% / Order, prep, and ship products. Bookkeeping. 3. Independent insurance agent, 04/2010, 0 hours/month; non-investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-18
S63 Uniform Securities Agent State Law Examination 2010-04-06
  • S66 Uniform Combined State Law Examination
    2011-11-18
  • S63 Uniform Securities Agent State Law Examination
    2010-04-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor