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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-07-01 |
Branch Locations
164 W Main St Suite F, New Market, MD 21774 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 02/2016 | 04/2017 |
| First Allied Services Inc | San Diego | CA | 04/2017 | 10/2019 |
| Lighthouse Wealth Management | New Market | MD | 04/2017 | 07/2021 |
| Wealth Enhancement Group | New Market | MD | 07/2021 | Present |
| Wealth Enhancement Advisory Services | New Market | MD | 07/2021 | Present |
1. INDEPENDENT INSURANCE AGENT, 164 WEST MAIN STREET, SUITE F, NEW MARKET, MD 21774-START-10/2018. 2. WEALTH ENHANCEMENT GROUP - NON-INVESTMENT RELATED - NEW MARKET, MD - FIXED INSURANCE - LIFE INSURANCE PRODUCER - START DATE: 07/2022 - 2 HOURS SPENT PER MONTH, 2 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-31 |
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