Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-03 |
| TX | RA | APPROVED | 2024-09-03 |
Branch Locations
1818 Market St Suite 3232, Philadelphia, PA 19103 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Ardmore, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Philadelphia | PA | 05/2013 | 06/2025 |
| Levy Wealth Management Group, Llc | Philadelphia | PA | 05/2013 | 08/2024 |
| Wealth Enhancement Group | Philadelphia | PA | 09/2024 | Present |
| Wealth Enhancement Advisory Services | Philadelphia | PA | 09/2024 | Present |
| Wealth Enhancement Brokerage Services | Philadelphia | PA | 09/2024 | Present |
Levy Wealth Management Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/12/2019 - 5 Hours Per Month During Securities Trading. Wealth Enhancement Advisory Services - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 160 Hours Per Month/ 120 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. ELT Enterprises LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 4 Hours Per Month/ 0 Hours During Trading Wealth Enhancement Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 5 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-29 |
Reach out to this advisor