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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-05-08 |
| FL | RA | APPROVED | 2018-09-05 |
Branch Locations
10751 Deerwood Park Blvd Suite 302, Jacksonville, FL 32256 • 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 |
|---|---|---|---|---|
| Retirement Strategies Inc | Jacksonville | FL | 10/2014 | 09/2018 |
| Wealth Enhancement Advisory Services | Jacksonville | FL | 09/2018 | Present |
| Wealth Enhancement Group | Jacksonville | FL | 09/2018 | Present |
1. Wealth Enhancement Group DBA. 2. Financial Planning Association of Florida. Board membership. non-compensated not investment related. 3. cub scouts. board member non-compensated. not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-15 |
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