RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D••••• N••••• H••••••
- Title
- Senior Wealth Advisorreportedprosperityea.comfirm site, Sep 15, 2026
- Partner or owner
- “Donald Hoffman is a Senior Wealth Advisor for Prosperity and a Partner at EisnerAmper.”reportedprosperityea.comthe sentence on the bio page
- Years, as the firm states
- 40reportedprosperityea.com“With over 40 years of experience, Don has an extensive background as a financial advisor, Certified Public Accountant and business consultant.”
- Professional profile
- prosperityea.com/our-team/donald-hoffman?hsLang=enreportedprosperityea.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••••••••• • A• E••••••••• C•••••• independent RIA currentsince Mar 25, 2021 · Owings Mills, Md
- E••••••••• W••••• M••••••••• • C•••••••• B•••••••• L•• formerFeb 2, 2023 to Feb 6, 2023 · Owings Mills, Md
- 1•• G••••• A••••••• I•• formerJan 5, 2005 to Dec 19, 2011 · Owings Mills, Md
- L••• M•••• W••• W•••••• I••••••••• unclassifiedFeb 4, 2002 to Dec 31, 2004 · Owings Mills, Md
- E••••••••• W••••• M••••••••• • C•••••••• B•••••••• L•• to no registered destinationleft Feb 6, 2023 · Departure, no registered destination
- 1•• G••••• A••••••• I•• to P••••••••• • A• E••••••••• C••••••left Dec 19, 2011, registered Mar 25, 2021 (3384 days) · Other
- L••• M•••• W••• W•••••• I••••••••• to 1•• G••••• A••••••• I••left Dec 31, 2004, registered Jan 5, 2005 (5 days) · Other
- D••••• N••••• H•••••• no longer registered at E••••••••• W••••• M••••••••• • C•••••••• B•••••••• L••; no later IA registration on IAPDFeb 6, 2023 · Advisor departure · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 46derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address