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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-01 |
Branch Locations
30 Liberty Blvd Suite 200, Malvern, PA 19355 • 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 |
|---|---|---|---|---|
| Hoover Financial Advisors | Malvern | PA | 07/2013 | 07/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2013 | 03/2017 |
| Wealth Enhancement Group | Plymouth | MN | 07/2021 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 07/2021 | Present |
THE PHELPS SCHOOL - BOARD MEMBER AND TREASURER - 2009 - ATTEND QUARTERLY AND SEMI ANNUAL BOARD MEETINGS, OVERSEE INVESTMENT ACCOUNTS OF SCHOOL FOR CHAIRMAN. HOOVER FINANCIAL ADVISORS - RIA - 112 MOORES RD. SUITE 100, MALVERN, PA 19355 - FINANCIAL PLANNER, PREPARE AND DELIVER PERSONALIZED FINANCIAL PLANS FOR NEW CLIENTS, ONGOING MONITORING OF EXISTING CLIENTS. - 06/2013 - 160 HRS/MONTH. Wealth Enhancement Group DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-06 |
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