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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-03 |
Branch Locations
101 Wood Ave S 6Th Floor, Iselin, NJ 08830 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Westfield, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Iselin | NJ | 10/2012 | 12/2022 |
| Raymond James Financial Services Advisors Inc. | Iselin | NJ | 01/2013 | 12/2022 |
| N/A | Westfield | NJ | 12/2012 | 12/2019 |
| Burke Financial Strategies | Iselin | NJ | 12/2012 | 12/2022 |
| Bfs Wealth Management | Iselin | NJ | 12/2021 | 12/2022 |
| Lpl Financial Llc | Iselin | NJ | 01/2023 | 06/2025 |
| Wealth Enhancement Group | Iselin | NJ | 01/2023 | Present |
| Wealth Enhancement Advisory Services | Iselin | NJ | 01/2023 | Present |
| Wealth Enhancement Brokerage Services | Iselin | NJ | 01/2023 | Present |
Wealth Enhancement Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Investment Advisor- Start Date - 12/01/2022 - 160 Hours Per Month/8 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 01/2023. 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. Academy for Continuing Professional Education (ACPE) - Not Investment Related - At Reported Business Location(s) - Other - CPA Continuing Education Sponsor - Start Date 06/20/2023 - 10 Hours Per Month/ 1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-01 |
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