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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-12 |
Branch Locations
1700 Town Plaza Ct, Winter Springs, FL 32708 • 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 |
|---|---|---|---|---|
| Jackson Wealth Management, Llc | Lake Mary | FL | 06/2016 | 06/2020 |
| University Of Central Florida | Orlando | FL | 05/2014 | 12/2017 |
| Financial Management Concepts | Winter Springs | FL | 06/2020 | 03/2022 |
| Wealth Enhancement Group | Winter Springs | FL | 04/2022 | Present |
| Wealth Enhancement Advisory Services | Winter Springs | FL | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-19 |
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