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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-02 |
Branch Locations
5414 Oberlin Dr Suite 220, San Diego, CA 92121 • 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 |
|---|---|---|---|---|
| Osaic Wealth, Inc. | San Diego | CA | 11/2023 | 04/2024 |
| Wealth Enhancement Advisory Services | San Diego | CA | 05/2024 | Present |
| Wealth Enhancement Brokerage Services | San Diego | CA | 10/2024 | Present |
| Wealth Enhancement Group | San Diego | CA | 05/2024 | Present |
| Wonstar Financial | San Diego | CA | 06/2005 | 08/2022 |
| The Retirement Group, Llc | San Diego | CA | 08/2022 | 04/2024 |
| Fsc Securities Corporation | San Diego | CA | 03/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-09 |
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