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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-18 |
| MD | RA | APPROVED | 2023-01-07 |
Branch Locations
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 |
|---|---|---|---|---|
| T.ROwe Price | Owings Mills | MD | 07/2021 | 04/2022 |
| Maryland Medical Society | Baltimore | MD | 03/2021 | 07/2021 |
| Downtown Locker Room | Columbia | SC | 08/2020 | 02/2021 |
| Let's Move | Fulton | MD | 05/2018 | 08/2018 |
| University Of South Carolina | Columbia | SC | 08/2017 | 05/2021 |
| Atholton High School | Columbia | MD | 08/2013 | 06/2017 |
| Lpl Financial Llc | New Market | MD | 05/2022 | 08/2024 |
| Wealth Enhancement Brokerage Services | Charlotte | NC | 05/2022 | Present |
| Wealth Enhancement Group | Charlotte | NC | 05/2022 | Present |
| Wealth Enhancement Advisory Services | Charlotte | NC | 10/2022 | Present |
Wealth Enhancement Advisory services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date - 05/02/2022 - 100 Hours Per Month - I provide administrative support to Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 05/2022 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 services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-12 |
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