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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-11-12 |
| CA | RA | APPROVED | 2024-11-11 |
Branch Locations
225 S. Lake Avenue Suite 400, Pasadena, CA 91101 • 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 |
|---|---|---|---|---|
| City Of Los Angeles | Los Angeles | CA | 06/2016 | 09/2016 |
| Starbucks | Glendale | CA | 10/2016 | 11/2017 |
| Califonia State University Northridge | Northridge | CA | 09/2015 | 12/2019 |
| Ameriprise Financial Services, Llc | Glendale | CA | 11/2017 | 08/2022 |
| Avantax Investment Services Inc. | Pasadena | CA | 08/2022 | 10/2023 |
| Avantax Advisory Services | Pasadena | CA | 08/2022 | 10/2023 |
| Avantax Insurance Services | Pasadena | CA | 08/2022 | 10/2023 |
| Krost Wealth Management | Pasadena | CA | 01/2018 | 08/2024 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2023 | 08/2024 |
| Prospera Wealth Partners | Los Angeles | CA | 08/2023 | 08/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2023 | 08/2024 |
| Prosperity - An Eisneramper Company | Minneapolis | MN | 11/2024 | Present |
| Dai Securities Llc | Atlanta | GA | 11/2024 | Present |
1) Prosperity - an EisnerAmper Company; Investment Related; Minneapolis, MN 55405; Registered Investment Advisor; Senior Client Service Associate; 11/15/2024; 20-40 hours during business hours, 1-5 hours outside of business hours; assist with account opening and client onboarding, and general client servicing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-19 |
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