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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-05 |
Branch Locations
10751 Deerwood Park Blvd Suite 302, Jacksonville, FL 32256 • 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 |
|---|---|---|---|---|
| Retirement Strategies, Inc. | Jacksonville | FL | 01/1994 | 09/2018 |
| Purshe Kaplan Sterling Investments | Jacksonville | FL | 03/2005 | 10/2016 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 09/2018 | Present |
| Wealth Enhancement Group | Plymouth | MN | 09/2018 | Present |
1) RETIREMENT STRATEGIES Inc. Business entity for tax/investment purposes 2) RICHARD J O'NEILL FAMILY TRUST AND FLORENCE O'NEILL REVOCABLE TRUST; INVESTMENT RELATED; 10751 DEERWOOD BLVD, SUITE 302 JACKSONVILLE, FL 32256; TRUSTEE; START DATE: 07/2008; 2-3 HRS/MO 3. Wealth Enhancement Group DBA Global Jax Board member not investment related. non compensated. Firehouse Subs safety foundation.board member not investment related. non compensated. 3) Act in a Fiduciary Capacity - Investment Related - Jacksonville Beach, FL - Trustee - Start Date: 10/2025 - 1 Hour Spent Per Month, 1 Hour Spent During Trading Hours - Serving as Trustee on 4 Irrevocable Trusts for Family Members.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-07-25 |
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