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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
Branch Locations
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
115 Federal Street Suite 901, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Llc | Boston | MA | 06/2023 | 10/2024 |
| Blackrock | Boston | MA | 02/2021 | 10/2024 |
| Rockland Trust Bank | Brockton | MA | 06/2019 | 02/2021 |
| Panettieri Family Llc | Lakeville | MA | 01/2018 | 01/2026 |
| Eastern Massachusetts Lacrosse Official Association | Lakeville | MA | 03/2018 | 03/2020 |
| Gateway Pools Inc | Wareham | MA | 05/2013 | 08/2018 |
| One Charles Private Wealth | Hingham | MA | 10/2024 | 01/2026 |
| Dai Securities Llc | Atlanta | GA | 01/2026 | Present |
| Prosperity - An Eisneramper Company | Boston | MA | 01/2026 | Present |
1. PROSPERITY - AN EISNERAMPER COMPANY; INVESTMENT RELATED; BOSTON, MA; RIA; CLIENT SERVICE ASSOCIATE; 01/2026; 40 HOURS; 40 HOURS; SUPPORT CLIENTS AND REGISTERED REPRESENTATIVES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-21 |
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