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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-03 |
Branch Locations
1550 Timothy Rd Suite 102, Athens, GA 30606 • 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 |
|---|---|---|---|---|
| Fintrust Capital Advisors, Llc | Athens | GA | 01/2008 | 09/2024 |
| United Community Insurance, Inc. | Athens | GA | 01/2008 | 09/2024 |
| Silver Oak Securities, Inc. | Athens | GA | 12/2009 | 12/2017 |
| The Cancer Foundation Of Northeast Georgia | Athens | GA | 01/2013 | 09/2024 |
| Gr Productions | Athens | GA | 12/2016 | Present |
| Fintrust Capital Partners, Llc | Athens | GA | 01/2018 | 09/2024 |
| Fintrust Brokerage Services, Llc | Athens | GA | 02/2018 | 09/2024 |
| Lpl Financial Llc | Athens | GA | 10/2024 | 06/2025 |
| Wealth Enhancement Group | Athens | GA | 10/2024 | Present |
| Wealth Enhancement Advisory Services | Athens | GA | 10/2024 | Present |
| Wealth Enhancement Brokerage Services | Athens | GA | 10/2024 | Present |
1) 08/06/2024- GR PRODUCTIONS-Outside/W-2 Employment-Not Inv Related-At Columbia, TN-Start date 01/01/2016-5hrs/mth 2) 10/15/2024 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 9/1/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 10/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. 3) Wealth Enhancement Group - Investment Related - Athens, GA - Fixed Insurance - Start Date: 09/2024 - 5 Hours Spent Per Month, 5 Hours Spent During Securities Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-16 |
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