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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 | Jul 27, 2026 | n/a | yes | Iselin, NJ|OWINGS MILLS, MD | Current employment |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | Jul 10, 2025 | May 27, 2026 | no | Silver Spring, MD|Tinton Falls, NJ | Previous registration |
| PROSPERITY - AN EISNERAMPER COMPANY | Independent wealth | Feb 20, 2024 | Jun 11, 2025 | no | OWINGS MILLS, MD|ISELIN, NJ | Previous registration |
| EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC | Former SEC adviser | Jul 27, 2021 | Feb 22, 2024 | no | ISELIN, NJ | Previous registration |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Oct 16, 2018 | May 12, 2021 | no | RED BANK, NJ | Previous registration |
| EDELMAN FINANCIAL SERVICES, LLC | Former SEC adviser | Feb 18, 2014 | Nov 1, 2018 | no | SADDLE BROOK, NJ|FAIRFAX, VA|PARAMUS, NJ|PARAMUS, NJ|RED BANK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATOS WEALTH PARTNERS, LTD | PROSPERITY - AN EISNERAMPER COMPANY | May 27, 2026 | Jul 27, 2026 | 61 | Firm change | Ibd to RIA |
| PROSPERITY - AN EISNERAMPER COMPANY | STRATOS WEALTH PARTNERS, LTD | Jun 11, 2025 | Jul 10, 2025 | 29 | Firm change | RIA to ibd |
| EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC | PROSPERITY - AN EISNERAMPER COMPANY | Feb 22, 2024 | Feb 20, 2024 | -2 | Firm change | RIA to RIA |
| EDELMAN FINANCIAL ENGINES | EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC | May 12, 2021 | Jul 27, 2021 | 76 | Firm change | RIA to RIA |
| EDELMAN FINANCIAL SERVICES, LLC | EDELMAN FINANCIAL ENGINES | Nov 1, 2018 | Oct 16, 2018 | -16 | Bulk transfer | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 121863:133777:NJ:2024-02-22 | Feb 22, 2024 | Feb 20, 2024 | ISELIN, NJ | Firm change |