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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-24 |
Branch Locations
10461 6 Mile Cypress Pkwy Suite 503, Fort Myers, FL 33966 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fort Myers | FL | 03/2018 | 06/2018 |
| Raymond James Financial Services, Inc. | Fort Myers | FL | 06/2018 | 09/2022 |
| Club At Barefoot Beach | Bonita Springs | FL | 08/2014 | 03/2018 |
| Raymond James Financial Services Advisors Inc. | Fort Myers | FL | 08/2018 | 09/2022 |
| Lpl Financial Llc | Fort Myers | FL | 10/2022 | 06/2025 |
| Wealth Enhancement Advisory Services | Fort Myers | FL | 10/2022 | Present |
| Wealth Enhancement Group | Fort Myers | FL | 10/2022 | Present |
| Wealth Enhancement Brokerage Services | Fort Myers | FL | 10/2022 | Present |
Notary - State of Florida - Inv Rel - Start: 06/2019 WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 10/1/2022 - 90 Hours Per Month/100 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 90 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-14 |
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