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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-01 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1511 Sunday Dr Suite 214, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Financial Group | Raleigh | NC | 12/2010 | 05/2017 |
| Wealthshield Partners, Llc | Raleigh | NC | 05/2017 | Present |
| Niagara International Capital Limited | Clarence | NY | 05/2017 | 06/2018 |
| Kingswood Capital Partners, Llc | Raleigh | NC | 06/2018 | 06/2026 |
| Wealth Enhancement Group | Raleigh | NC | 07/2026 | Present |
| Wealth Enhancement Brokerage Services | Raleigh | NC | 07/2026 | Present |
| Wealth Enhancement Advisory Services | Raleigh | NC | 07/2026 | Present |
WEALTH ENHANCEMENT GROUP - INSURANCE AGENT - RALEIGH, NC. LTC, LIFE, DISABILITY, FIXED ANNUITIES. 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS. SCOTT LORD - INSURANCE AGENT - RALEIGH, NC. SERVCING ON PREVIOUSLY SOLD INSURANCE POLICIES. 0 HOURS OER MONTH, 0 HOURS DURING TRADING HOURS. OC FAM, LLC. OWNER/RENTAL PROPERTY. KIAWAH ISLAND, SC. RENTAL PROPERTY. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. AJV INVESTMENTS - MANAGING MEMBER - RALEIGH, NC. BUSINESS ENTITY FOR TAX PURPOSES. 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS. MADISON OAKS WEALTH PARTNERS - MANAGING MEMBER - RALEIGH, NC. BUSINESS ENTITY FOR TAX PURPOSES. 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-18 |
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