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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-01 |
Branch Locations
43141 Business Center Pkwy Suite 106, Lancaster, CA 93535 • 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 |
|---|---|---|---|---|
| American United Life | Valencia | CA | 06/2020 | 02/2023 |
| Oneamerica Securities | Valencia | CA | 02/2021 | 02/2023 |
| Self Employed | Santa Clarita | CA | 03/2018 | 05/2020 |
| Edwards Vacuum, Inc. | San Jose | CA | 06/2006 | 03/2018 |
| Cetera Advisors Llc | St Cloud | MN | 02/2023 | 04/2024 |
| The Strategy Partners Inc | Santa Clarita | CA | 01/2023 | 04/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 04/2024 |
| Lpl Financial Llc | Lancaster | CA | 04/2024 | 06/2025 |
| Householder Group Estate And Retirement Specialist, Llc | Scottsdale | AZ | 04/2024 | 10/2024 |
| Wealth Enhancement Group | Lancaster | CA | 11/2024 | Present |
| Wealth Enhancement Advisory Services | Lancaster | CA | 11/2024 | Present |
| Wealth Enhancement Brokerage Services | Lancaster | CA | 11/2024 | Present |
KILLER KOMICS CORP / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 1 hr mnth / start date 03/07/2018 ARMADA CORP / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 1 hr mnth / start date 03/07/2018 PURPLE BUNNY CORP / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 1 hr mnth / start date 03/07/2018 ATTITUDE OF GRATITUDE CORPORATION / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 1 hr mnth / start date 03/02/2024 Real Estate Rental / Investment Related / 1 hr mnth / start date 08/07/2015 Wealth Enhancement Advisory Services - Registered Investment Advisor Hybrid- IAR - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 160 Hours per Month/ 120 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-14 |
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