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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-03 |
| TX | RA | APPROVED | 2024-09-03 |
Branch Locations
1818 Market St Suite 3232, Philadelphia, PA 19103 • United States
Conshohocken, PA • 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 |
|---|---|---|---|---|
| Lpl Financial | Philadelphia | PA | 05/2004 | 06/2025 |
| Levy Wealth Management Group, Llc | Philadelphia | PA | 03/2012 | 08/2024 |
| Wealth Enhancement Advisory Services | Philadelphia | PA | 09/2024 | Present |
| Wealth Enhancement Group | Philadelphia | PA | 09/2024 | Present |
| Wealth Enhancement Brokerage Services | Philadelphia | PA | 09/2024 | Present |
1. 1/3/2020 - LWMG Holdings, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/05/2019 - Time Spent 50%. 2. 09/10/2024 - Wealth Enhancement Advisory Services - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 160 Hours Per Month/ 120 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 9/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. 3. 11/06/2024 - Wealth Enhancement Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-03 |
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