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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-04 |
| CA | RA | APPROVED | 2022-08-03 |
Branch Locations
700 Larkspur Landing Cir Suite 109, Larkspur, CA 94939 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Rafael | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Rafael | CA | 11/2016 | 11/2017 |
| Lpl Financial, Llc | Larkspur | CA | 11/2017 | 06/2025 |
| Titus Wealth Management | Larkspur | CA | 11/2017 | 07/2022 |
| Wealth Enhancement Advisory Services, Llc | Larkspur | CA | 08/2022 | Present |
| Wealth Enhancement Group | Larkspur | CA | 08/2022 | Present |
| Wealth Enhancement Brokerage Services | Larkspur | CA | 08/2022 | Present |
1. 3/19/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/02/2018 - 1 Hour Per Month During Securities Trading. 2. 08/25/2022 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 08/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-09 |
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