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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-09-09 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
35 Village Rd Suite 100, Office 144, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Real Estate / Self Employed | Boston | MA | 05/2015 | Present |
| Advisors Capital Management, Llc | Ridgewood | NJ | 09/2018 | 08/2020 |
| Wealth Enhancement Group | Middleton | MA | 08/2020 | Present |
| Wealth Enhancement Advisory Services | Middleton | MA | 08/2020 | Present |
1) ORG NAME:RENTAL PROPERTIES | ORG ADDR:NORTH CHELMSFORD STONEHAM, MA, US | NATURE OF BUS:I AM RENTING 2 PROPERTIES THAT I OWN. | INVST REL:N | TITLE:OWNER | DUTIES:COLLECTING RENTS AND RENTING AVAILABLE UNITS. | START DT:01/01/2009 | TOTAL HRS P/M:8 | SEC TRDNG HRS P/M:0 2) WILE REAL ESTATE AGENT | ORG ADDR:31 DORCHESTER ST WILMINGTON MA, US | NATURE OF BUS:REAL ESTATE AGENT | INVST REL:N | TITLE:AGENT | DUTIES: REPRESENTS SELF IN INVESTMENT PROPERTIES, DOES NOT TAKE ON RE CLIENTS | TOTAL HRS P/M: LESS THAN 1 | SEC TRDNG HRS P/M:0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-07 |
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