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Advisor at PROSPERITY - AN EISNERAMPER COMPANY
NEW YORK, NY | OWINGS MILLS, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PROSPERITY - AN EISNERAMPER COMPANY | Independent wealth | Feb 20, 2024 | n/a | yes | NEW YORK, NY|OWINGS MILLS, MD | Current employment |
| EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC | Former SEC adviser | Oct 3, 2022 | Feb 22, 2024 | no | New York, NY|ISELIN, NJ | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 15, 2019 | Aug 25, 2022 | no | FOREST HILLS, NY|BEDMINSTER, NJ | Previous registration |
| GLADSTONE WEALTH PARTNERS | Bd affiliated wealth | Aug 4, 2016 | Nov 25, 2019 | no | PALM BEACH GARDENS, FL|Forrest Hills, NY|Bedminster, NJ|PALM BEACH GARDENS, FL | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 1, 2012 | Aug 4, 2016 | no | FOREST HILLS, NY|FOREST HILLS, NY|GLENDALE, NY|RICHMOND HILL, NY|RIDGEWOOD, NY|WOODHAVEN, NY|FOREST HILLS, NY|RICHMOND HILL, NY | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Nov 22, 2011 | Oct 1, 2012 | no | FOREST HILLS, NY|FOREST HILLS, NY|HOWARD BEACH, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC | PROSPERITY - AN EISNERAMPER COMPANY | Feb 22, 2024 | Feb 20, 2024 | -2 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC | Aug 25, 2022 | Oct 3, 2022 | 39 | Firm change | RIA to RIA |
| GLADSTONE WEALTH PARTNERS | LPL FINANCIAL LLC | Nov 25, 2019 | Nov 15, 2019 | -10 | Firm change | RIA to ibd |
| J.P. MORGAN SECURITIES LLC | GLADSTONE WEALTH PARTNERS | Aug 4, 2016 | Aug 4, 2016 | 0 | Firm change | Other |
| CHASE INVESTMENT SERVICES CORP. | J.P. MORGAN SECURITIES LLC | Oct 1, 2012 | Oct 1, 2012 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 121863:133777:NJ:2024-02-22 | Feb 22, 2024 | Feb 20, 2024 | ISELIN, NJ | Firm change |
| 250787:6413:FL:2019-10-31 | Nov 25, 2019 | Nov 15, 2019 | PALM BEACH GARDENS, FL | Firm change |