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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-08 |
Branch Locations
1075 Powers Pl, Alpharetta, GA 30009 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Milton, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fs2 Capital Partners, Llc | Philadelphia | PA | 04/2011 | 01/2017 |
| Russell Investments | Seattle | WA | 01/2017 | 04/2024 |
| Cnl Securities Corp. | Orlando | FL | 04/2024 | 04/2025 |
| Wealth Enhancement Group | Milton | GA | 05/2025 | Present |
| Wealth Enhancement Advisory Services | Milton | GA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-02 |
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