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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-22 |
Branch Locations
30 Liberty Blvd Suite 200, Malvern, PA 19355 • 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 |
|---|---|---|---|---|
| Garnet Valley School District | Garnet Valley | PA | 01/2010 | 08/2017 |
| Temple University | Philadelphia | PA | 08/2017 | 05/2021 |
| Wealth Enhancement Group | Plymouth | MN | 05/2021 | Present |
| Barilotti Wealth Strategies | Philadelphia | PA | 02/2020 | 05/2021 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-22 |
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