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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Rooted Financial Planning Llc | Fort Worth | TX | 10/2015 | 09/2016 |
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2016 | 03/2018 |
| The Vanguard Group, Inc. | Charlotte | NC | 04/2021 | 07/2025 |
| Td Ameritrade | Southlake | TX | 04/2018 | 05/2020 |
| Tolleson Wealth Management | Dallas | TX | 06/2020 | 11/2020 |
| Unemployed | Plano | TX | 12/2020 | 03/2021 |
| Assetmark Financial Holdings, Inc | Charlotte | NC | 06/2025 | 06/2026 |
| Assetmark Brokerage, Llc | Charlotte | NC | 07/2025 | 06/2026 |
| Wealth Enhancement Group | Charlotte | NC | 07/2026 | Present |
| Wealth Enhancement Brokerage Services | Charlotte | NC | 07/2026 | Present |
| Wealth Enhancement Advisory Services | Charlotte | NC | 07/2026 | Present |
1) SOUTHPARK FAMILY TAX, LLC - NOT INVESTMENT RELATED - CHARLOTTE, NC - SEASONAL INCOME TAX FORM PREPARATION FOR INDIVIDUALS AND FAMILIES - MANAGING PARTNER, CO-FOUNDER, INCOME TAX FORM PREPARER - START DATE 11/2023 - 8 HRS/ MONTHLY - 0 HOURS DURING SECURITY TRADING HOURS - RESPONSIBLE FOR COMPANY OPERATIONS TO PROVIDE INCOME TAX CUSTOMERS WITH FORM PREPARATION. 2) UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE - NOT INVESMTENT RELATED - CHARLOTTE, NC - INSTRUCTOR - TEACHES INCOME TAX PLANNING COURSE - START DATE: 06/2026 - 2 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-21 |
| S65 | Uniform Investment Adviser Law Examination | 2014-03-27 |
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