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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-03-04 |
Branch Locations
1075 Powers Pl, Alpharetta, GA 30009 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Sandy Springs | GA | 10/2014 | 02/2022 |
| Lpl Financial | Alpharetta | GA | 02/2022 | 05/2023 |
| Wealth Enhancement Advisory Services | Alpharetta | GA | 02/2022 | Present |
| Wealth Enhancement Group | Alpharetta | GA | 02/2022 | Present |
| Wealth Enhancement Brokerage Services | Alpharetta | GA | 02/2022 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT RELATED - ALPHARETTA, GA - INVESTMENT ADVISOR REPRESENTATIVE - FINANCIAL PLANNING & INVESTMENT MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-30 |
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