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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-04 |
| TX | RA | APPROVED | 2023-01-03 |
Branch Locations
101 Wood Ave S 6Th Floor, Iselin, NJ 08830 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Lebanon, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Iselin | NJ | 09/2014 | 12/2022 |
| Raymond James Financial Services Advisors Inc. | Iselin | NJ | 10/2014 | 12/2022 |
| Burke Financial Strategies Inc. | Iselin | NJ | 08/2014 | 12/2022 |
| Lpl Financial Llc | Iselin | NJ | 01/2023 | 06/2025 |
| Wealth Enhancement Group | Iselin | NJ | 01/2023 | Present |
| Wealth Enhancement Advisory Services | Iselin | NJ | 01/2023 | Present |
| Wealth Enhancement Brokeragse Services | Iselin | NJ | 01/2023 | Present |
1) 12/2022 - WELLINGTON KNOLLS PROPERTY OWNERS CORPORATION / Non-Profit Board Member / Not Investment Related / 1 Hours per month / 1 time spent percent / 0 Hours during trading / Lebanon, NJ 2) 01/2023 - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/01/2023 - Various Hours Per Month - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-10-16 |
| S66 | Uniform Combined State Law Examination | 2000-02-28 |
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