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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-01 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Fuquay-Varina, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Nevada, Reno | Reno | NV | 09/2015 | 05/2017 |
| Ulta | Reno | NV | 06/2016 | 08/2018 |
| Goldman Sachs Personal Financial Management | Newport Beach | CA | 10/2018 | 05/2021 |
| The Atlantic Group, Llc | Chapel Hill | NC | 05/2021 | 10/2022 |
| Wealthshield Partners, Llc | Cary | NC | 11/2022 | 06/2026 |
| Wealth Enhancement Group | Fuquay-Varina | NC | 07/2026 | Present |
| Wealth Enhancement Advisory Services | Fuquay-Varina | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-01 |
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