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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-05-21 |
Branch Locations
New Orleans, LA • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
650 Poydras St Suite 1400, Office 18, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 05/2018 | 05/2021 |
| J.P. Morgan Securities Llc | Chicago | IL | 12/2019 | 05/2021 |
| Chicago Grind | Chicago | IL | 04/2018 | 05/2018 |
| Emerald City Coffee | Chicago | IL | 10/2009 | 04/2018 |
| Raymond James & Associates Inc. | Chattanooga | TN | 06/2021 | 09/2023 |
| Marcum Wealth | Cleveland | OH | 10/2023 | 05/2025 |
| Valmark Securities, Inc. | Akron | OH | 01/2025 | 05/2025 |
| Wealth Enhancement Group | New Orleans | LA | 05/2025 | Present |
| Wealth Enhancement Advisory Services | New Orleans | LA | 05/2025 | Present |
| Wealth Enhancement Brokerage Services | New Orleans | LA | 07/2025 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE - NEW ORLEANS, LA - PROVIDING FINANCIAL ADVICE AND FINANCIAL PLANNING SERVICES TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-21 |
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