DFX Intelligence
Advisors
Advisors registered through Prosperity - An Eisneramper Company
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Sean Reitenbach Chartered Financial Analyst · dual registrant | Prosperity - An Eisneramper Company independent RIA | Owings Mills, Md | Mar 24, 2021 | 11 y | 0 | 1 |
| Cheryl Lynne Rhew dual registrant | Prosperity - An Eisneramper Company independent RIA | Owings Mills, Md | Aug 7, 2024 | 11 y | 2 | 1 |
| Patrick Joseph Rogers dual registrant | Prosperity - An Eisneramper Company independent RIA | Owings Mills, Md | Feb 20, 2024 | 17 y | 1 | 1 |
| V•••••• L•••• R••• dual registrant | P••••••••• • A• E••••••••• C•••••• independent RIA | Minneapolis, Mn | May 23, 2025 | 11 y | 1 | 1 |
| R••••• B•••• S•••••• Certified Financial Planner · dual registrant | P••••••••• • A• E••••••••• C•••••• independent RIA | Owings Mills, Md | Sep 5, 2025 | 21 y | 0 | 2 |
| B•••• J••••• S•••• | P••••••••• • A• E••••••••• C•••••• independent RIA | Owings Mills, Md | Aug 11, 2025 | 15 y | 1 | 1 |
| M•••••• S••••• Certified Financial Planner · dual registrant | P••••••••• • A• E••••••••• C•••••• independent RIA | Raleigh, Nc | Aug 7, 2024 | 12 y | 3 | 1 |
| M••• S••••••• Certified Financial Planner · dual registrant | P••••••••• • A• E••••••••• C•••••• independent RIA | Iselin, Nj | Feb 20, 2024 | 29 y | 3 | 2 |
| L••••••• S••••••••• dual registrant | P••••••••• • A• E••••••••• C•••••• independent RIA | Iselin, Nj | Feb 20, 2024 | 36 y | 3 | 3 |
| J••••• P••• S•••• Certified Financial Planner · dual registrant | P••••••••• • A• E••••••••• C•••••• independent RIA | Iselin, Nj | Aug 16, 2024 | 22 y | 4 | 1 |
| J••••••• S••••• Certified Financial Planner · dual registrant | P••••••••• • A• E••••••••• C•••••• independent RIA | Leominster, Ma | Sep 7, 2025 | 23 y | 2 | 2 |
| W•••••• P••• S••••••• dual registrant | P••••••••• • A• E••••••••• C•••••• independent RIA | Mount Laurel, Nj | Nov 15, 2023 | 29 y | 3 | 3 |
| B•••• L•• T••••••••• dual registrant | P••••••••• • A• E••••••••• C•••••• independent RIA | Minneapolis, Mn | Aug 30, 2023 | 19 y | 3 | 2 |
| R••• D••••• T••••• dual registrant | P••••••••• • A• E••••••••• C•••••• independent RIA | Owings Mills, Md | Nov 15, 2023 | 22 y | 2 | 1 |
| C•••••• N••••• W••••••••• dual registrant | P••••••••• • A• E••••••••• C•••••• independent RIA | Minneapolis, Mn | Aug 19, 2024 | 23 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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65 advisors match.