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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-26 |
| CO | RA | APPROVED | 2023-12-01 |
| TX | RA | APPROVED | 2023-12-01 |
Branch Locations
60 E 42Nd St Suite 1555, New York, NY 10165 • 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 |
|---|---|---|---|---|
| Janus Management Holdings Corp | Denver | CO | 06/2015 | 06/2017 |
| Janus Distributors Llc | Denver | CO | 06/2015 | 06/2017 |
| United Capital Financial Adviser | Newport Beach | CA | 06/2017 | 11/2023 |
| Wealth Enhancement Group | New York | NY | 11/2023 | Present |
| Wealth Enhancement Advisory Services | New York | NY | 11/2023 | Present |
1. COFPA - BOARD MEMBER - INVESTMENT RELATED - START DATE: 01/01/2023 - 4 HRS/MONTH 2 HRS DURING TRADING HRS - HOSTING MEMBER EVENTS, ATTENDS MONTHLY MEETINGS TO ENHANCE THE LOCAL FPA COMMUNITY. MEMBER OF THE BOARD INVESTMENT COMMITTEE. 2. KW TASTINGS - OWNER - NON-INVESTMENT RELATED - START DATE: 03/29/2023 - 4 HRS/MONTH 0 HRS DURING TRADING HRS - ENGAGE AND EDUCATE ON THE TOPIC WINE AND VITICULTURE. - 340 E EXPOSITION AVENUE UNIT 2 DENVER, CO 80209
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-28 |
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