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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-12 |
Branch Locations
25 Union Pl 3Rd Floor, Summit, NJ 07901 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&R Capital Management, Inc. | Summit | NJ | 05/2019 | 10/2024 |
| Verizon Wireless | New York City | NY | 04/2005 | 12/2018 |
| N/A | South Orange | NJ | 01/2019 | 04/2019 |
| Wealth Enhancement Group | Summit | NJ | 11/2024 | Present |
| Wealth Enhancement Advisory Services | Summit | NJ | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-31 |
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