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James Simonaro

Wealth Enhancement Advisory Services, LLC

Orcutt, CA

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-03
  • CA RA
    APPROVED
    Since 2022-01-03

Branch Locations

340 E Clark Ave, Orcutt, CA 93455 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dooc Burnstein's Ice Cream Lab Arroyo Grande CA 10/2013 12/2019
Tesla Fremont CA 06/2017 09/2017
Vivid Financial Management Orcutt CA 12/2019 12/2021
Wealth Enhancement Group Orcutt CA 01/2022 Present
Wealth Enhancement Advisory Services Orcutt CA 01/2022 Present
Wealth Enhancement Brokerage Services Orcutt CA 07/2026 Present
  • 10/2013 → 12/2019
    Dooc Burnstein's Ice Cream Lab
    Arroyo Grande, CA
  • 06/2017 → 09/2017
    Tesla
    Fremont, CA
  • 12/2019 → 12/2021
    Vivid Financial Management
    Orcutt, CA
  • 01/2022 → Present
    Wealth Enhancement Group
    Orcutt, CA
  • 01/2022 → Present
    Wealth Enhancement Advisory Services
    Orcutt, CA
  • 07/2026 → Present
    Wealth Enhancement Brokerage Services
    Orcutt, CA
Previous Registrations
  • 2020-12-22 → 2022-01-07
    Vivid Financial Management, Inc.
    Orcutt, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-11
  • S65 Uniform Investment Adviser Law Examination
    2020-06-11
Designations
Other Names
  • James Nicholas Simonaro

View on SEC IAPD

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