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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-12-01 |
| TX | RA | APPROVED | 2021-12-01 |
Branch Locations
331 E Main St Suite 403, Rock Hill, SC 29730 • 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 |
|---|---|---|---|---|
| Lephew Financial Services, Inc. | Rock Hill | SC | 02/2002 | 06/2019 |
| Carroll Financial Associates Inc | Charlotte | NC | 06/2019 | 11/2021 |
| Wealth Enhancement Group | Rock Hill | SC | 11/2021 | Present |
| Wealth Enhancement Advisory Services | Rock Hill | SC | 11/2021 | Present |
1. ALTERNATE EXECUTOR/DPOA - NOT INVESTEMENT RELATED - ALTERNATE EXECUTOR OF MOTHER'S ESTATE AND FATHER'S ESTATE, MOTHER'S ALTERNATE DPOA AND FATHER'S ALTERNATE DPOA, 0 HOURS/MONTH, 0 HOURS SPENT DURING TRADING HOURS. 2. ALTERNATE EXECUTOR/DPOA/TRUSTEE - NOT INVESTMENT RELATED - ROCK HILL, SC - ALTERNATE EXECUTOR, DPOA, AND TRUSTEE FOR A FRIEND'S ESTATE + TRUST- START DATE: 06/12/2025 - 0 HOURS/MONTH, 0 HOURS SPENT DURING TRADING HOURS. 3. ADULT ENRICHMENT CENTERS - NOT INVESTMENT RELATED - ROCK HILL, SC - BOARD MEMBER/CHAIR PERSON - STARTED 06/30/2025 - 5 HOURS/MONTH, 3 HOURS SPENT DURING TRADING HOURS - ATTEND AND LEAD SEMI-MONTHLY BOARD MEETINGS, ATTEND MONTHLY FINANCE COMMITTEE MEETINGS, & ASSIST THE EXECUTIVE DIRECTOR OF THE ORGANIZATION WITH DECISION MAKING.
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