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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-01 |
| PA | RA | APPROVED | 2025-08-01 |
| NJ | RA | APPROVED | 2019-10-01 |
Branch Locations
300 Barr Harbor Dr Suite 175, West Conshohocken, PA 19428 • United States
60 E 42Nd St Suite 1555, New York, NY 10165 • United States
25 Independence Blvd Suite 102, Warren, NJ 07059 • 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 |
|---|---|---|---|---|
| Aepg Wealth Strategies | Warren | NJ | 02/2013 | 10/2019 |
| Wealth Enhancement Group | Plymouth | MN | 10/2019 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 10/2019 | Present |
10/2019 Wealth Enhancement Group DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-29 |
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