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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-11-03 |
Branch Locations
619 N Pine St Suite B, Rolla, MO 65401 • 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 |
|---|---|---|---|---|
| Level Paths Llc | Rolla | MO | 02/2009 | 10/2025 |
| Clear Message Management, Llc | Rolla | MO | 09/2018 | 02/2021 |
| Clear Money Path | Rolla | MO | 02/2009 | 01/2024 |
| Bright Portfolios, Llc | Lee'S Summit | MO | 01/2024 | 10/2025 |
| Wise Wealth, Llc | Lee'S Summit | MO | 01/2024 | 10/2025 |
| Wealth Enhancement Group | Rolla | MO | 11/2025 | Present |
| Wealth Enhancement Advisory Services | Rolla | MO | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-24 |
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