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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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2010 | 08/2017 |
| Villanova Financial Services, Inc | Pottstown | PA | 01/2010 | 09/2017 |
| Hoover Financial Advisors, Inc. | Malvern | PA | 10/2017 | 07/2021 |
| Wealth Enhancement Group | Plymouth | MN | 07/2021 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 07/2021 | Present |
1)INDEPENDENT INSURANCE AGENT, DBA WEALTH ENHANCEMENT GROUP, FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)AUDUBON RECREATION ASSOCIATION, AUDUBON, PA, 11/2015 AS COACH FOR GRADE SCHOOL BASKETBALL TEAM. NIR - 8 HR/MO - 0/TRADING. 3) YCS, NON-INVESTMENT RELATED, HACKENSACK, NJ, BOARD MEMBER, 2 HOURS/MONTH - 0 HOURS DURING TRADING, PLAN AND SET AGENDA FOR BOARD MEETINGS AND COORDINATE LOGISTICS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-21 |
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