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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-10-30 |
Branch Locations
25 Independence Blvd Suite 102, Warren, NJ 07059 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 05/2004 | 12/2016 |
| Bank Of America, N.A. | New York | NY | 10/2016 | 12/2016 |
| Aepg Wealth Strategies | Warren | NJ | 12/2016 | 10/2019 |
| Wealth Enhancement Group | Warren | NJ | 10/2019 | Present |
| Wealth Enhancement Advisory Services | Warren | NJ | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-09-30 |
| S66 | Uniform Combined State Law Examination | 2005-03-21 |
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