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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
PA RA APPROVED 2024-09-03
  • PA RA
    APPROVED
    Since 2024-09-03

Branch Locations

1818 Market St Suite 3232, Philadelphia, PA 19103 • United States

Hatboro, PA • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
Jp Morgan Chase And Co Newark DE 10/2016 05/2021
Pacific Bag Inc Lansdale PA 07/2015 10/2016
Lpl Financial, Llc Philadelphia PA 05/2021 06/2025
Levy Wealth Management Group Philadelphia PA 05/2021 08/2024
Wealth Enhancement Group Philadelphia PA 09/2024 Present
Wealth Enhancement Advisory Services Philadelphia PA 09/2024 Present
Wealth Enhancement Brokerage Services Philadelphia PA 09/2024 Present
  • 10/2016 → 05/2021
    Jp Morgan Chase And Co
    Newark, DE
  • 07/2015 → 10/2016
    Pacific Bag Inc
    Lansdale, PA
  • 05/2021 → 06/2025
    Lpl Financial, Llc
    Philadelphia, PA
  • 05/2021 → 08/2024
    Levy Wealth Management Group
    Philadelphia, PA
  • 09/2024 → Present
    Wealth Enhancement Group
    Philadelphia, PA
  • 09/2024 → Present
    Wealth Enhancement Advisory Services
    Philadelphia, PA
  • 09/2024 → Present
    Wealth Enhancement Brokerage Services
    Philadelphia, PA
Previous Registrations
  • 2022-03-15 → 2024-09-24
    Levy Wealth Management Group
    Philadelphia, PA
Other Businesses

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 9/2024. 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 Wealth Enhancement Group - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 5 Hours Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-13
  • S66 Uniform Combined State Law Examination
    2022-01-13
Designations
Other Names
  • Tim Decarolis

View on SEC IAPD

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