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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-11-16
  • NY RA
    APPROVED
    Since 2023-11-16

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

310 Bay Rd, Queensbury, NY 12804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Latham NY 11/2016 02/2018
New York Life Insurance Company Latham NY 06/2016 02/2018
Glenville Queen Family Restaurant Glenville NY 02/2018 06/2020
Adirondack Retirement Specialists Queensbury NY 02/2019 11/2023
American Portfolios Financial Services Inc Queensbury NY 08/2019 11/2023
Lpl Financial Llc Queensbury NY 11/2023 06/2025
Wealth Enhancement Group Queensbury NY 11/2023 Present
Wealth Enhancement Advisory Services Queensbury NY 11/2023 Present
Wealth Enhancement Brokerage Services Queensbury NY 11/2023 Present
  • 11/2016 → 02/2018
    Nylife Securities Llc
    Latham, NY
  • 06/2016 → 02/2018
    New York Life Insurance Company
    Latham, NY
  • 02/2018 → 06/2020
    Glenville Queen Family Restaurant
    Glenville, NY
  • 02/2019 → 11/2023
    Adirondack Retirement Specialists
    Queensbury, NY
  • 08/2019 → 11/2023
    American Portfolios Financial Services Inc
    Queensbury, NY
  • 11/2023 → 06/2025
    Lpl Financial Llc
    Queensbury, NY
  • 11/2023 → Present
    Wealth Enhancement Group
    Queensbury, NY
  • 11/2023 → Present
    Wealth Enhancement Advisory Services
    Queensbury, NY
  • 11/2023 → Present
    Wealth Enhancement Brokerage Services
    Queensbury, NY
Previous Registrations
  • 2022-12-09 → 2023-12-08
    Adirondack Retirement Specialists
    Queensbury, NY
  • 2021-12-13 → 2022-03-31
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

Notary - Investment related - Start date: 11/17/2023. Wealth Enhancement Advisory Services - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 11/15/2023 - 160 Hours Per Month/ During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 160 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 service6s at http://www.adviserinfo.sec.gov/IAPD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-04
  • S66 Uniform Combined State Law Examination
    2021-12-04
Other Names
  • Jonathan Daniel Danise
  • Jonathan Danise

View on SEC IAPD

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