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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-02 |
Branch Locations
5414 Oberlin Dr Suite 330, San Diego, CA 92121 • 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 |
|---|---|---|---|---|
| New York Life Insurance Co | Riverside | CA | 08/2020 | 12/2021 |
| United Production Framing Llc | Riverside | CA | 06/2016 | 08/2020 |
| Nylife Securities Llc | Riverside | CA | 12/2020 | 12/2021 |
| The Retirement Group, Llc | San Diego | CA | 12/2021 | 04/2024 |
| Fsc Securities Corporation | San Diego | CA | 07/2023 | 11/2023 |
| Osaic Wealth, Inc. | San Diego | CA | 11/2023 | 04/2024 |
| Lpl Financial Llc | San Diego | CA | 05/2024 | 06/2025 |
| Wealth Enhancement Group | San Diego | CA | 05/2024 | Present |
| Wealth Enhancement Advisory Services | San Diego | CA | 05/2024 | Present |
| Wealth Enhancement Brokerage Services | San Diego | CA | 05/2024 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor -160 Hrs/Mo; 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-26 |
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