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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-17 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
11 Stanwix St Suite 2310, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Pittsburgh | PA | 06/2026 | Present |
| Wealth Enhancement Advisory Services | Pittsburgh | PA | 06/2026 | Present |
| Thermo Fisher Scientific | Pittsburgh | PA | 08/2025 | 06/2026 |
| Thermo Fisher Scientific | Pittsburgh | PA | 05/2023 | 08/2025 |
| Thermo Fisher Scientific | Pittsburgh | PA | 01/2022 | 05/2023 |
| Dick'S Sporting Goods | Pittsburgh | PA | 06/2021 | 01/2022 |
| Dick'S Sporting Goods | Pittsburgh | PA | 05/2020 | 08/2020 |
| Bpu Investment Management | Pittsburgh | PA | 06/2019 | 08/2019 |
| Lovallo Real Estate | Buffalo | PA | 05/2018 | 08/2018 |
| Erie County Water Authority | Buffalo | PA | 06/2017 | 08/2017 |
| St. Josephs Collegiate Institute | Buffalo | PA | 09/2013 | 06/2017 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2017 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-23 |
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