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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Oklahoma City | OK | 12/2014 | 12/2016 |
| Vista Investment Partners | Oklahoma City | OK | 01/2017 | 02/2024 |
| Cabot Lodge Securities Llc | Oklahoma City | OK | 07/2021 | 12/2021 |
| Level Four Financial, Llc | Dallas | TX | 10/2022 | 02/2024 |
| Xo Wealth Management | Dallas | TX | 02/2024 | 01/2025 |
| Wealth Enhancement Group | Dallas | TX | 02/2025 | Present |
| Wealth Enhancement Advisory Services | Dallas | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-06 |
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