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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
9911 Irvine Center Dr Suite 100, Irvine, CA 92618 • 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 |
|---|---|---|---|---|
| Putmangroup | Irvine | CA | 01/1995 | Present |
| Spectrum Capital Investment Group, Inc. | Irvine | CA | 05/2005 | 12/2025 |
| Independent Financial Group | San Diego | CA | 02/2007 | 12/2025 |
| Empirical Wealth Management | Irvine | CA | 11/2017 | 12/2025 |
| Wealth Enhancement Group | Irvine | CA | 12/2025 | Present |
| Wealth Enhancement Advisory Services | Irvine | CA | 12/2025 | Present |
WEALTH ENHANCEMENT GROUP - INSURANCE AGENT - IRVINE, CA. SELL AND SERVICE FIXED INSURANCE AND FIXED ANNUITY POLICIES. 10 HOURS PER MONTH, 10 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-05 |
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