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Patricia Garlan Lawrence

Wealth Enhancement Advisory Services, LLC

Jacksonville, FL

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-09-05
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Strategies, Inc. Jacksonville FL 12/2013 09/2018
Wealth Enhancement Advisory Services Plymouth MN 09/2018 Present
Wealth Enhancement Group Plymouth MN 09/2018 Present
  • 12/2013 → 09/2018
    Retirement Strategies, Inc.
    Jacksonville, FL
  • 09/2018 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 09/2018 → Present
    Wealth Enhancement Group
    Plymouth, MN
Previous Registrations
  • 2013-12-20 → 2018-10-01
    Retirement Strategies, Inc.
    Jacksonville, FL
  • 2009-08-06 → 2014-05-07
    Collins Capital Management, Inc.
    Jacksonville, FL
  • 2009-03-25 → 2011-10-21
    Invest Financial Corporation
    Jacksonville, FL
  • 2006-08-15 → 2009-01-02
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
    Jacksonville, FL
Other Businesses

Wealth Enhancement Group DBA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-11
S63 Uniform Securities Agent State Law Examination 1996-01-25
  • S66 Uniform Combined State Law Examination
    2006-08-11
  • S63 Uniform Securities Agent State Law Examination
    1996-01-25
Other Names
  • Patricia Garlan
  • Tricia King
  • Patricia Garlan Lawrence
  • Patricia Garlan King
  • Tricia Lawrence

View on SEC IAPD

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Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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