Best Investors Account Sign in
Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-03
  • TX RA
    APPROVED
    Since 2025-02-03

Branch Locations

14850 Quorum Dr Suite 350, Dallas, TX 75254 • 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
Raymond James & Associates, Inc. Dallas TX 03/2009 08/2018
Fuller Wealth Management, Llc Dallas TX 08/2018 01/2025
Ifs Securities Inc. Atlanta GA 07/2018 08/2019
Cabot Lodge Securities New York NY 09/2019 01/2025
Wealth Enhancement Group Dallas TX 02/2025 Present
Wealth Enhancement Advisory Services Dallas TX 02/2025 Present
  • 03/2009 → 08/2018
    Dallas, TX
  • 08/2018 → 01/2025
    Fuller Wealth Management, Llc
    Dallas, TX
  • 07/2018 → 08/2019
    Ifs Securities Inc.
    Atlanta, GA
  • 09/2019 → 01/2025
    Cabot Lodge Securities
    New York, NY
  • 02/2025 → Present
    Wealth Enhancement Group
    Dallas, TX
  • 02/2025 → Present
    Wealth Enhancement Advisory Services
    Dallas, TX
Previous Registrations
Other Businesses

LAKE IONI HUNTING/FISHING CLUB - ELKHART, TX. BOARD MEMBER - MANAGING THE HUNTING AND FISHING PROPERTY AND LAKE. 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-07-01
  • S66 Uniform Combined State Law Examination
    1998-07-01
Other Names
  • Carl Patrick Carlos

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor