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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-12-21 |
Branch Locations
165 Wells Rd Suite 407, Orange Park, FL 32073 • 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 |
|---|---|---|---|---|
| Cpa Retirement Planning | Orange Park | FL | 11/2012 | Present |
| National Planning Corporation | Orange Park | FL | 04/2013 | 12/2017 |
| Lpl Financial Llc | Orange Park | FL | 11/2017 | 06/2025 |
| Wealth Enhancement Advisory Services | Orange Park | FL | 12/2017 | Present |
| Wealth Enhancement Brokerage Services | Orange Park | FL | 12/2017 | Present |
| Wealth Enhancement Group | Orange Park | FL | 12/2017 | Present |
Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - RIA provides asset management and financial services - Start Date 12/01/2017 - 80 Hours Per Month / 80 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity on 1/4/2018. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms 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. No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Start Date: 04/30/2018 - 0 Hours Per Month/0 Hours During Securities Trading. No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - VP Financial Advisor - Start Date - 02/24/2022 - 1 Hours Per Month/00 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-08 |
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