Best Investors
Account
Sign in
Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-01 |
Branch Locations
18211 Katy Fwy Suite 225, Houston, TX 77094 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2012 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2012 | 06/2021 |
| Lpl Financial Llc | Houston | TX | 06/2021 | 06/2025 |
| Wealth Enhancement Group | Houston | TX | 07/2021 | Present |
| Wealth Enhancement Advisory Services, Llc | Houston | TX | 07/2021 | Present |
| Wealth Enhancement Brokerage Services | Houston | TX | 07/2021 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Financial Professional - Start Date: 06/25/2021 - 200 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 7/2021. 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. WEALTH ENHANCEMENT GROUP - Non-Investment Related - Houston, TX - Fixed Insurance - Financial Advisor - Start Date: 10/2025 - 10 Hours Spent Per Month, 10 Hours Spent During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-22 |
Reach out to this advisor