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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-23 |
| PA | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1601 Market St 4Th Floor, Philadelphia, PA 19103 • United States
2111 New Rd Suite 101, Northfield, NJ 08225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portin Hoffmann Financial Group Inc | Glenside | PA | 08/1993 | 05/2025 |
| Commonwealth Financial Network | Waltham | MA | 07/1997 | 09/2021 |
| Fourfront Advisors, Llc | Exton | PA | 01/2020 | 09/2021 |
| Marcum Wealth Llc | Philadelphia | PA | 09/2021 | 05/2025 |
| Wealth Enhancement Group | Philadelphia | PA | 05/2025 | Present |
| Wealth Enhancement Advisory Services | Philadelphia | PA | 05/2025 | Present |
ILIT AG/SG - PHILADELPHIA, PA - VICE PRESIDENT/CO-TRUSTEE - OVERSEE MAINTENANCE OF TRUST AND INSURANCE POLICY - LESS THAN 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-26 |
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