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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-06-06 |
| LA | RA | APPROVED | 2022-06-01 |
| TX | RA | APPROVED | 2022-06-01 |
Branch Locations
5500 Maryland Way Suite 340, Brentwood, TN 37027 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kings Point Capital Management Llc | Brentwood | TN | 08/2014 | 06/2022 |
| Wealth Enhancement Group | Brentwood | TN | 06/2022 | Present |
| Wealth Enhancement Advisory Services | Brentwood | TN | 06/2022 | Present |
WEALTH ENHANCEMENT GROUP - DBA FOR WEALTH ENHANCEMENT ADVISORY SERVICES ACTIVITY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-04 |
| S65 | Uniform Investment Adviser Law Examination | 2000-02-01 |
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