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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-06-29
  • MD RA
    APPROVED
    Since 2026-06-29

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Deale, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.W. Cole Advisors, Inc. Tampa FL 04/2019 06/2026
Stuart Financial Group Greenbelt MD 03/2019 06/2026
N/A College Park MD 06/2014 05/2018
New Day Usa Fulton MD 05/2018 03/2019
Wealth Enhancement Group Deale MD 06/2026 Present
Wealth Enhancement Advisory Services Deale MD 06/2026 Present
  • 04/2019 → 06/2026
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 03/2019 → 06/2026
    Stuart Financial Group
    Greenbelt, MD
  • 06/2014 → 05/2018
    N/A
    College Park, MD
  • 05/2018 → 03/2019
    New Day Usa
    Fulton, MD
  • 06/2026 → Present
    Wealth Enhancement Group
    Deale, MD
  • 06/2026 → Present
    Wealth Enhancement Advisory Services
    Deale, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-30
  • S65 Uniform Investment Adviser Law Examination
    2020-10-30
Other Names
  • Katie Eddy
  • Kathryn Elizabeth Eddy
  • Kathryn Elizabeth Nevin

View on SEC IAPD

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