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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
CA RA APPROVED 2025-02-06
  • CA RA
    APPROVED
    Since 2025-02-06

Branch Locations

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

1999 Harrison St Suite 1530, Oakland, CA 94612 • 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
Wealth Enhancement Group Oakland CA 11/2023 Present
Wealth Enhancement Advisory Services Oakland CA 02/2025 Present
Unemployed Oakland CA 08/2023 10/2023
United States Marine Corps Camp Pendelton CA 05/2018 07/2023
Rocateq Danville CA 11/2017 04/2018
United States Marine Corps New Orleans LA 10/2016 10/2017
Lazy Dog Pleasanton CA 04/2016 10/2016
  • 11/2023 → Present
    Wealth Enhancement Group
    Oakland, CA
  • 02/2025 → Present
    Wealth Enhancement Advisory Services
    Oakland, CA
  • 08/2023 → 10/2023
    Unemployed
    Oakland, CA
  • 05/2018 → 07/2023
    United States Marine Corps
    Camp Pendelton, CA
  • 11/2017 → 04/2018
    Rocateq
    Danville, CA
  • 10/2016 → 10/2017
    United States Marine Corps
    New Orleans, LA
  • 04/2016 → 10/2016
    Lazy Dog
    Pleasanton, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-27
  • S65 Uniform Investment Adviser Law Examination
    2023-09-27
Designations
Other Names
  • Trevor Matthew Stratton

View on SEC IAPD

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