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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 08/2016 | 12/2016 |
| Capital One Investing, Llc | Flower Mound | TX | 12/2016 | 09/2018 |
| Unemployed | Dallas | TX | 09/2018 | 03/2019 |
| 1St Global Advisors, Inc | Dallas | TX | 03/2019 | 08/2019 |
| 1St Global Capital Corp | Dallas | TX | 03/2019 | 08/2019 |
| Frost Brokerage Services | Dallas | TX | 09/2019 | 02/2023 |
| Frost Investment Services | Dallas | TX | 09/2019 | 02/2023 |
| Trb Wealth Management, Llc | Southlake | TX | 03/2023 | 07/2023 |
| Texas Regional Bank | Mcallen | TX | 03/2023 | 07/2023 |
| Wealth Enhancement Group | St Helena | CA | 06/2025 | Present |
| Wealth Enhancement Brokerage Services | St Helena | CA | 06/2025 | Present |
| Homemaking | Napa | CA | 07/2023 | 06/2025 |
| Wealth Enhancement Advisory Services | St Helena | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-21 |
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-15 |
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