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.

Current firm

PROSPERITY - AN EISNERAMPER COMPANY

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Jun 18, 2014

First registration

Jun 30, 2014

Dual registered

yes, broker-dealer

Other names

CASSITY N LLOYD|CASSITY N WINGENBACH|Cassity Wingenbach

IAPD individual key

5310099

• Occurred

  Jan 19, 2024
  Advisor changed firm

  Cassity Nicole Wingenbach left Eide Bailly Advisors, Llc for Prosperity - An Eisneramper Company (registered 2024-08-19)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:af22e396-e675-55c8-fe95-25cc16ee9801

First observed

Jun 30, 2014

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.