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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED | 2024-01-03 |
Branch Locations
1131 Fairview Ave Suite 203, Bowling Green, KY 42103 • 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 |
|---|---|---|---|---|
| Landmark Financial Advisors, Llc | Bowling Green | KY | 06/2003 | 01/2024 |
| Wealth Enhancement Group | Bowling Green | KY | 01/2024 | Present |
| Wealth Enhancement Advisory Services | Bowling Green | KY | 01/2024 | Present |
LFA HOLDINGS, LLC - BOWLING GREEN, KY - RENTAL PROPERTY - 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. ICON OWNERS ASSOCIATION - BOWLING GREEN, KY - BOARD MEMBER OF OWNERS' ASSOCIATION FOR RENTAL PROPERTY - 5 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. BG GROUP, LLC - OWNER - 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS, LLC OWNS 3 HOMES BEING BUILT IN CAMP CREEK, FL FOR SALE. CB2 FREEPORT, LLC - OWNER - START DATE: 12/2020 - 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS - LLC OWNS AN EQUITY INTEREST IN A MULTI-FAMILY REAL ESTATE DEVELOPMENT IN FREEPORT, FL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-16 |
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