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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-05 |
Branch Locations
5414 Oberlin Dr Suite 330, San Diego, CA 92121 • 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 |
|---|---|---|---|---|
| American International School | San Jose | 01/2015 | 06/2017 | |
| Olympian High School | Chula Vista | CA | 07/2017 | 06/2021 |
| San Diego State University | San Diego | CA | 08/2021 | 05/2025 |
| Ace Parking | San Diego | CA | 04/2022 | 08/2023 |
| Bj's Restaurant And Brewhouse | San Diego | CA | 03/2024 | 08/2024 |
| Athleisure Inc. | San Diego | CA | 10/2024 | 05/2025 |
| Lpl Enterprise Llc | Irvine | CA | 06/2025 | 04/2026 |
| Wealth Enhancement Group | San Diego | CA | 05/2026 | Present |
| Wealth Enhancement Brokerage Services | San Diego | CA | 05/2026 | Present |
| Wealth Enhancement Advisory Services | San Diego | CA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-19 |
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