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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-17 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 09/2007 | 05/2018 |
| Cjm Fiscal Management, Llc D/B/A Cjm Wealth Management | Deer Park | NY | 01/2005 | 08/2020 |
| Purshe Kaplan Sterling Investments | Deer Park | NY | 05/2018 | 08/2020 |
| Cjm Wealth Management Llc | Deer Park | NY | 08/2010 | 08/2020 |
| Lpl Financial Llc | Deer Park | NY | 08/2020 | 06/2025 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 09/2020 | Present |
| Wealth Enhancement Advisory Services Llc | Deer Park | NY | 09/2020 | Present |
| Wealth Enhancement Group | Plymouth | MN | 09/2020 | Present |
1)09/01/2020 - NON-VARIABLE INSURANCE - WEALTH ENHANCEMENT GROUP - 30% - INVESTMENT RELATED - DEER PARK, NY 11729 2)2001 - REAL ESTATE RENTAL - PETER ANASTASIAN - INVESTMENT RELATED - 18933 37TH AVE FLUSHING, NY 11358 3)2003 - REAL ESTATE RENTAL - PETER ANASTASIAN - INVESTMENT RELATED - 7615 35TH AVE APT 2L JACKSON HEIGHTS, NY 11372 4)2012 - REAL ESTATE RENTAL - CJM FISCAL REALTY LLC - 1% - INVESTMENT RELATED - 724 LONG ISLAND AVENUE, DEER PARK, NY 11729 5)2019 - REAL ESTATE RENTAL - CP PATCHOGUE LLC - 1% - INVESTMENT RELATED - 17 MALER LANE, EAST PATCHOGUE, NY 11772 6)9/15/2020 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 9/1/2020 - 40 Hours Per Month During Securities Trading - Time Spent 95% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 40 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. 7)12/29/2021 - No Business Name - Investment Related - Other-Franchise - Start Date 1/1/2022 - 10 Hours Per Month/0 Hours During Securities Trading - Passive partner in IV drips of vitamins. 8) 09/22/2022 - The Anastasian Family Foundation - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Member - Start Date - 09/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading. 9) COLT 35 REALTY LLC - INVESTMENT RELATED - JACKSON HEIGHTS, NY - RENTAL PROPERTY - MEMBER - START DATE : 12/2025 - 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-02 |
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