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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-17 |
Branch Locations
393 Ramapo Valley Rd Suite 2, Oakland, NJ 07436 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonegate Wealth Management, Llc | Oakland | NJ | 05/2007 | 09/2020 |
| Atlas Fiduciary Financial | Oakland | NJ | 09/2020 | 06/2024 |
| Wealth Enhancement Group | Oakland | NJ | 06/2024 | Present |
| Wealth Enhancement Advisory Services | Oakland | NJ | 06/2024 | Present |
Atlas Fiduciary - Non-Investment Related - Oakland, NJ - Partner (50% ownership interest; passive entity, no business conducted) - Start Date: 07/2020 - 0 Hours Spent Per Month, 0 Hours Spent During Securities Trading Hours.
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