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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-27 |
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