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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-01 |
Branch Locations
60 Cuttermill Rd Suite 516, Great Neck, NY 11021 • 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 |
|---|---|---|---|---|
| Wealth Enhancement Group | Great Neck | NY | 06/2022 | Present |
| Wealth Enhancement Advisory Services | Great Neck | NY | 06/2022 | Present |
| Kings Point Capital Management | Great Neck | NY | 11/2015 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-15 |
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