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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-13 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
512 E Township Line Rd Suite 220, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 11/1997 | 12/2021 |
| Unemployed | Malvern | PA | 01/2022 | 02/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2022 | 12/2024 |
| Citadel Federal Credit Union | West Chester | PA | 03/2022 | 12/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2024 | 12/2024 |
| Cetera Investment Advisers Llc | West Chester | PA | 12/2024 | 12/2024 |
| Wealth Enhancement Group | Blue Bell | PA | 01/2025 | Present |
| Wealth Enhancement Advisory Services | Blue Bell | PA | 01/2025 | Present |
PCOS NUTRITION CENTER LLC, 40% OWNER, PASSIVE PARTNER IN BUSINESS THAT PROVIDES COUNSELING AND PRODUCT SALES TO CUSTOMERS WITH AN ENDOCRINE DISORDER, 4HRS/WK; 2.) MICHIGAN BERKSHIRE LLC, 40% OWNER, INVEST IN SINGLE PROPERTY REAL ESTATE; FINANCIAL SECRETARY AND BOARD MEMBER FOR GREAT VALLEY MUSIC PARENTS ASSOCIATION, ORGANIZING AND COORDINATING SEVERAL FUNDRAISING ACTIVITIES WHICH SUPPORT THE ORGANIZATION, DO NOT HAVE ACCESS TO BANK ACCOUNT NOR CHECK WRITING PRIVILEGES, DO NOT HANDLE INCOME OR EXPENSES, 4/HRS/WK; GREAT VALLEY MUSIC PARENTS ASSOCIATION - FINANICAL SECRETARY - START DATE 12-26-2024, 6 HOURS SPENT PER MONTH WITH 0 DURING TRADING. COORDINATES FUNDRAISING ACTIVITIES FOR SCHOOL DISTRICT MUSIC PARENTS ASSOCIATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-09 |
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