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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-25 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
10461 6 Mile Cypress Pkwy Suite 503, Fort Myers, FL 33966 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | St. Pete | FL | 10/2006 | 09/2022 |
| Raymond James Financial Services Advisors, Inc. | Estero | FL | 09/2009 | 09/2022 |
| Boyd Global Capital, Llc | Fort Myers | FL | 03/2012 | 12/2018 |
| Lpl Financial Llc | Fort Myers | FL | 10/2022 | 06/2025 |
| Wealth Enhancement Advisory Services | Fort Myers | FL | 10/2022 | Present |
| Wealth Enhancement Group | Fort Myers | FL | 10/2022 | Present |
| Wealth Enhancement Brokerage Services | Fort Myers | FL | 10/2022 | Present |
1)11/16/2022 - WEAL TH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 10/3/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WEAL TH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information abou6t its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-27 |
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