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Advisor at PROSPERITY - AN EISNERAMPER COMPANY
Iselin, NJ | 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 | May 23, 2025 | n/a | yes | Iselin, NJ|OWINGS MILLS, MD | Current employment |
| IDB LIDO WEALTH, LLC | Bank affiliated wealth | Feb 21, 2024 | May 29, 2025 | no | NEW YORK, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 8, 2007 | Dec 6, 2010 | no | GREENWICH, CT|NEW YORK, NY|GREENWICH, CT|MEXICO DISTRITO FEDERAL|GREENWICH, CT|NEW YORK, NY|NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IDB LIDO WEALTH, LLC | PROSPERITY - AN EISNERAMPER COMPANY | May 29, 2025 | May 23, 2025 | -6 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | IDB LIDO WEALTH, LLC | Dec 6, 2010 | Feb 21, 2024 | 4,825 | Firm change after gap | Other |