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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-16 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1999 Harrison St Suite 1530, Oakland, CA 94612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Btr Capital Management, Inc. | San Francisco | CA | 08/2005 | 11/2022 |
| Wealth Enhancement Advisory Services | Oakland | CA | 11/2022 | Present |
| Wealth Enhancement Group | Oakland | CA | 11/2022 | Present |
SCOUT TROOP 204 - NON INVESTMENT RELATED - LAFAYETTE, CA - SCOUTMASTER - START DATE: 1/15/2025 - 10 HOURS/MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-28 |
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