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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Paul Comstock Partners | Houston | TX | 05/2006 | 09/2016 |
| The Mather Group | Houston | TX | 09/2016 | 01/2017 |
| Crosspoint Planning | Houston | TX | 01/2017 | 06/2018 |
| Hfg Wealth Management, Llc | The Woodlands | TX | 06/2018 | 09/2018 |
| Hfg Wealth Management, Llc | The Woodlands | TX | 09/2018 | 09/2020 |
| Bellatore Financial, Inc. | San Jose | CA | 01/2019 | 09/2020 |
| Mercer Global Advisors Inc. | Houston | TX | 09/2020 | 01/2022 |
| Mariner Wealth Advisors | Amarillo | TX | 01/2022 | 06/2025 |
| Wealth Enhancement Group | Houston | TX | 06/2025 | Present |
| Wealth Enhancement Advisory Services | Houston | TX | 06/2025 | Present |
1. CENTRAL METRO REALTY - LICENSED REAL ESTATE AGENT - NON-INVESTMENT RELATED - START DATE 01/2018 - 1 HOUR SPENT PER MONTH WITH 0 HOURS DURING TRADING - HOLDS ACTIVE REAL ESTATE LICENSE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-08 |
| S66 | Uniform Combined State Law Examination | 2006-01-25 |
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