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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-01 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
12121 Wilshire Blvd Suite 1250, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakwood Capital Management Llc | Los Angeles | CA | 03/2015 | 07/2021 |
| Acorn Digital Wealth, A Division Of Oakwood Capital Management | Los Angeles | CA | 11/2016 | 07/2021 |
| Wealth Enhancement Group | Los Angeles | CA | 07/2021 | Present |
| Wealth Enhancement Advisory Services | Los Angeles | CA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-01 |
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