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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
6685 Beta Dr Suite D, Cleveland, OH 44143 • 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 |
|---|---|---|---|---|
| Marcum Wealth, Llc | Cleveland | OH | 12/2006 | 05/2025 |
| Wealth Enhancement Group | Mayfield Village | OH | 05/2025 | Present |
| Wealth Enhancement Advisory Services | Mayfield Village | OH | 05/2025 | Present |
EXIT PLANNING EXCHANGE - CLEVELAND, OH - VICE PRESIDENT - 5 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-06 |
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