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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-04-25
  • CA RA
    APPROVED
    Since 2022-04-25

Branch Locations

12121 Wilshire Blvd Suite 1250, Los Angeles, CA 90025 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Woodland Hills CA 11/2018 03/2021
College Concierge, Inc Agoura CA 08/2016 11/2017
Unemployed Thousand Oaks CA 11/2017 11/2018
Morgan Stanley Private Bank, N.A. New York NY 12/2018 03/2021
Retirement Planners Of America Woodland Hills CA 04/2021 04/2022
Wealth Enhancement Group Los Angeles CA 04/2022 Present
Wealth Enhancement Advisory Services Los Angeles CA 04/2022 Present
  • 11/2018 → 03/2021
    Woodland Hills, CA
  • 08/2016 → 11/2017
    College Concierge, Inc
    Agoura, CA
  • 11/2017 → 11/2018
    Unemployed
    Thousand Oaks, CA
  • 12/2018 → 03/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 04/2021 → 04/2022
    Woodland Hills, CA
  • 04/2022 → Present
    Wealth Enhancement Group
    Los Angeles, CA
  • 04/2022 → Present
    Wealth Enhancement Advisory Services
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-01
S63 Uniform Securities Agent State Law Examination 2009-02-11
S65 Uniform Investment Adviser Law Examination 2006-04-24
  • S66 Uniform Combined State Law Examination
    2019-02-01
  • S63 Uniform Securities Agent State Law Examination
    2009-02-11
  • S65 Uniform Investment Adviser Law Examination
    2006-04-24
Other Names
  • Peter D Demartino
  • Peter Dominic Demartino
  • Peter Demartino

View on SEC IAPD

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