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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-20 |
Branch Locations
10077 Grogans Mill Rd Suite 150, The Woodlands, TX 77380 • 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 |
|---|---|---|---|---|
| Wealth Enhancement Group | The Woodlands | TX | 06/2025 | Present |
| Wealth Enhancement Advisory Services | The Woodlands | TX | 08/2025 | Present |
| Holland Parker | Houston | TX | 03/2023 | 06/2025 |
| Dell Technologies | Houston | TX | 10/2021 | 03/2023 |
| Leadpoint Inc | College Station | TX | 05/2020 | 05/2021 |
| Texas A&M University | College Station | TX | 08/2019 | 05/2021 |
| Texas A&M Golf Club | College Station | TX | 06/2021 | 10/2021 |
| Blinn College | Bryan | TX | 08/2018 | 08/2019 |
| Lonestar Community College | The Woodlands | TX | 08/2017 | 08/2018 |
| The Woodlands High School | The Woodlands | TX | 08/2015 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-20 |
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