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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-16 |
| TX | RA | APPROVED_RES | 2024-12-16 |
Branch Locations
515 Marin St Suite 320, Thousand Oaks, CA 91360 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Thousand Oaks | CA | 04/2012 | 06/2025 |
| Cornerstone Wealth Management, Llc | Newbury Park | CA | 04/2012 | 07/2023 |
| Wcg Wealth Advisors, Llc | Thousand Oaks | CA | 07/2023 | 12/2024 |
| Wealth Enhancement Group | Thousand Oaks | CA | 12/2024 | Present |
| Wealth Enhancement Advisory Services | Thousand Oaks | CA | 12/2024 | Present |
| Wealth Enhancement Brokerage Services | Thousand Oaks | CA | 12/2024 | Present |
1. 1/10/2018 - Brian Padrick Inc - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 1/1/2018 - 40 Hours Per Month/40 Hours During Securities Trading. 2) 01/15/2025 - Wealth Enhancement Advisory Services - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:12/16/2024 - 160 Hrs/Mth - 120 Hrs During Trading.I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 160 hours per month on this activity. 3) Commercial Rental Property - Investment Related - Thousand Oaks, CA - Member - Start Date: 9/27/25 - 5 Hours Spent Per Month, 5 Hours Spent During Trading Hours. 4) Wealth Enhancement Group - Investment Related - Thousand Oaks, CA - Fixed Insurance - SVP, Financial Advisor - Start Date: 11/2025 - 5 Hours Spent Per Month, 5 Hours Spent During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-01 |
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