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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-16 |
Branch Locations
6685 Beta Dr Suite D, Cleveland, OH 44143 • 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 |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 04/2013 | 10/2017 |
| Oswald Companies | Cleveland | OH | 04/2013 | 06/2020 |
| Lpl Financial, Llc | Cleveland | OH | 10/2017 | 10/2021 |
| Global Retirement Partners, Llc | Cleveland | OH | 11/2017 | 10/2021 |
| Marcum Wealth | Cleveland | OH | 10/2021 | 05/2025 |
| Valmark Securities, Inc. | Cleveland | OH | 10/2021 | 05/2025 |
| Wealth Enhancement Group | Mayfield Village | OH | 05/2025 | Present |
| Wealth Enhancement Advisory Services | Mayfield Village | OH | 05/2025 | Present |
| Wealth Enhancement Brokerage Services | Mayfield Village | OH | 07/2025 | Present |
CLEVELAND MUSIC SETTLEMENT - CLEVELAND, OH - INVESTMENT COMMITTEE - ON INVESTMENT COMMITTEE TO ENSURE ASSETS ARE BEING MANAGED IN ACCORDANCE WITH THE POLICY STATEMENT - 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS. WEALTH ENHANCEMENT ADVISORY SERVICES - CLEVELAND, OH - INVESTMENT ADVISOR REPRESENTATIVE - 160 HOURS PER MONTH, 100 HOURS DURING TRADING HOURS. WEALTH ENHANCEMENT GROUP - NON-INVESTMENT RELATED - CLEVELAND, OH - FIXED INSURANCE - FINANCIAL ADVISOR - START DATE: 10/2025 - 10 HOURS SPENT PER MONTH, 10 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-16 |
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