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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-01 |
| OH | RA | APPROVED | 2022-06-01 |
Branch Locations
60 Cuttermill Rd Suite 516, Great Neck, NY 11021 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Great Neck | NY | 08/1999 | 01/2019 |
| Charles Schwab Bank | Great Neck | NY | 02/2005 | 01/2019 |
| Kings Point Capital Management Llc | Great Neck | NY | 04/2019 | 06/2022 |
| Wealth Enhancement Group | Great Neck | NY | 06/2022 | Present |
| Wealth Enhancement Advisory Services | Great Neck | NY | 06/2022 | Present |
WEALTH ENHANCEMENT GROUP - DBA FOR WEALTH ENHANCEMENT ADVISORY SERVICES ACTIVITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-27 |
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