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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-11 |
Branch Locations
9360 Montgomery Rd, Cincinnati, OH 45242 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Cincinnati | OH | 04/2016 | 08/2017 |
| Kleinfelder Capital, Inc. | Cincinnati | OH | 09/2017 | 09/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2018 | 12/2021 |
| Wealth Enhancement Advisory Services | Cincinnati | OH | 10/2024 | Present |
| Wealth Enhancement Group | Cincinnati | OH | 10/2024 | Present |
WILD NEMI BIRTHING, LLC - NON INVESTMENT RELATED - CINCINNATI, OH - OWNER - START DATE: 12/03/2024 - < 5 HOURS/MONTH, < 5 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-31 |
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