Best Investors Account Sign in
Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-01
  • NC RA
    APPROVED
    Since 2026-07-01

Branch Locations

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

1511 Sunday Dr Suite 214, Raleigh, NC 27607 • 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
Wealth Enhancement Group Raleigh NC 07/2026 Present
Wealth Enhancement Advisory Services Raleigh NC 07/2026 Present
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2022 05/2026
Green Level High School Cary NC 08/2020 05/2022
Panther Creek High School Cary NC 08/2018 05/2020
Mills Park Middle School Cary NC 08/2015 05/2018
Riccis Tratoria Cary NC 05/2022 08/2022
  • 07/2026 → Present
    Wealth Enhancement Group
    Raleigh, NC
  • 07/2026 → Present
    Wealth Enhancement Advisory Services
    Raleigh, NC
  • 08/2022 → 05/2026
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 08/2020 → 05/2022
    Green Level High School
    Cary, NC
  • 08/2018 → 05/2020
    Panther Creek High School
    Cary, NC
  • 08/2015 → 05/2018
    Mills Park Middle School
    Cary, NC
  • 05/2022 → 08/2022
    Riccis Tratoria
    Cary, NC
Other Businesses

JACK LORD - SELLER - CARY, NC. REPRINT PUBLIC DOMAIN BOOKS FOR SALE ONLINE. 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-27
  • S65 Uniform Investment Adviser Law Examination
    2026-05-27

View on SEC IAPD

More in Plymouth, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor