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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-04 |
Branch Locations
1001 3Rd Ave W Suite 450, Bradenton, FL 34205 • 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 |
|---|---|---|---|---|
| Cnl Securities Corp | Orlando | FL | 05/2015 | 12/2016 |
| Hightower Securities, Llc | Sarasota | FL | 01/2017 | 09/2023 |
| Wealth Enhancement Group | Bradenton | FL | 09/2023 | Present |
| Wealth Enhancement Advisory Services | Bradenton | FL | 09/2023 | Present |
| Wealth Enhancement Brokerage Services | Bradenton | FL | 09/2023 | Present |
1. INVESTMENT ADVISORY OVERSIGHT BOARD - INVESTMENT RELATED - BOARD MEMBER - STARTED 01/2024 - 5 HOURS PER MONTH, 0 HOURS SPENT DURING TRADING HOURS - SERVING ON AN INVESTMENT ADVISORY OVERSIGHT BOARD WHICH HAS A GOAL OF HELPING SET THE STRATEGIC DIRECTION FOR THE INVESTMENT OF COUNTY FUNDS AND ENSURE THE INVESTMENT POLICY OBJECTIVES ARE MET. 2. WEALTH ENHANCEMENT GROUP - INVESTMENT RELATED - BRADENTON, FL - FIXED INSURANCE - VP, FINANCIAL ADVISOR - START DATE: 10/2025 - 5 HOURS SPENT PER MONTH, 5 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-24 |
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