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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-01 |
Branch Locations
Mount Pleasant, SC • 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 |
|---|---|---|---|---|
| North Carolina State University | Raleigh | NC | 08/2014 | 05/2018 |
| Melissa Rollman | Raleigh | NC | 05/2018 | 10/2018 |
| Madison Oaks Wealth Partners | Raleigh | NC | 10/2018 | 06/2026 |
| Wealth Enhancement Group | Mount Pleasant | SC | 07/2026 | Present |
| Wealth Enhancement Advisory Services | Mount Pleasant | SC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-07 |
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