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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-13 |
Branch Locations
340 E Clark Ave, Orcutt, CA 93455 • 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 |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | Orcutt | CA | 01/2025 | Present |
| Wealth Enhancement Group | Orcutt | CA | 01/2022 | Present |
| Vivid Financial Management | Orcutt | CA | 11/2020 | 12/2021 |
| Trailer Hitch Rv | Nipomo | CA | 02/2020 | 11/2020 |
| California Pizza Kitchen | Sacramento | CA | 01/2018 | 02/2020 |
| Epa Deparment Of Recycling, Recovery, And Resources-Loan'S Unit | Sacramento | CA | 08/2018 | 07/2019 |
| Villa Cantina | Arroyo Grande | CA | 12/2015 | 12/2017 |
| Butterfly Grille | Nipomo | CA | 08/2014 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-06 |
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