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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-07-31 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
8161 Maple Lawn Blvd Suite 400, Fulton, MD 20759 • United States
283 Constitution Dr Suite 600, Virginia Beach, VA 23462 • 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 |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 04/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Germantown | MD | 03/2017 | 12/2018 |
| Bank Of America, N.A. | Germantown | MD | 03/2017 | 12/2018 |
| Planning Solutions Group, Llc | Fulton | MD | 01/2019 | 07/2019 |
| Triad Advisors | Norcross | GA | 01/2019 | 07/2019 |
| Lpl Financial Llc | Fulton | MD | 07/2019 | 06/2025 |
| Wealth Enhancement Advisory Services | Fulton | MD | 07/2019 | Present |
| Wealth Enhancement Group | Fulton | MN | 07/2019 | Present |
| Wealth Enhancement Brokerage Services | Fulton | MD | 07/2019 | Present |
NON-VARIABLE INSURANCE- Inv. Related- Fulton, MD- 15hrs/mth -5% WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start date:8/1/19 - 160 hrs/mo - 8 hrs during trading - 100% time spent - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 08/2019. 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 services at http://www.adviserinfo.sec.gov/IAPD. RENTAL PROPERTY - NOT INVESTMENT RELATED - PARKVILLE, MD - LANDLORD - START DATE: 06/2026 - 2 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-28 |
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