Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-07-26 |
Branch Locations
8161 Maple Lawn Blvd Suite 400, Fulton, MD 20759 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
283 Constitution Dr Suite 600, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 11/2010 | 07/2019 |
| Planning Solutions Group | Fulton | MD | 11/2010 | 07/2019 |
| Wealth Enhancement Group | Fulton | MD | 07/2019 | Present |
| Lpl Financial, Llc | Fulton | MD | 01/2020 | 06/2025 |
| Wealth Enhancement Brokerage Services | Fulton | MD | 01/2020 | Present |
| Wealth Enhancement Advisory Services | Fulton | MD | 07/2019 | Present |
JON GIORDANI - Investment Related - BALTIMORE, MD 21212 - REAL ESTATE RENTAL - Owner - Started 2002 - 1 Hour Per Month/0 Hours During Securities Trading - 1%. WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 8/1/2019 - 160 Hours Per Month - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 02/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. WEALTH ENHANCEMENT GROUP - Non-Investment Related - Fulton, MD - Fixed Insurance - Senior Vice President - Start Date: 09/2025 - .5 Hour Spent Per Month, 0 Hours Spent During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-09 |
Reach out to this advisor