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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-28 |
| NY | RA | APPROVED | 2023-11-16 |
| TX | RA | APPROVED | 2023-11-16 |
Branch Locations
3020 W New Haven Ave 1St Floor, Office 141, Melbourne, FL 32904 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
2000 Winton Rd S Building 4A, Suite 206, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Group | Rochester | NY | 06/2008 | 11/2023 |
| American Portfolios Financial Services, Inc. | Rochester | NY | 09/2009 | 11/2023 |
| Lpl Financial Llc | Rochester | NY | 11/2023 | 06/2025 |
| Wealth Enhancement Group | Melbourne | FL | 11/2023 | Present |
| Wealth Enhancement Advisory Services | Melbourne | FL | 11/2023 | Present |
| Wealth Enhancement Brokerage Services | Melbourne | FL | 11/2023 | Present |
Life Accident & Health Insurance Agent - Non-Variable Insurance - Inv. Related - MELBURNE, FL - Agent Selling Insurance- Start Date 11/15/2023 - 5hrs/month - 5% time spent ARS RE HOLDINGS - Real Estate Rental - Inv. Related - Queensbury NY, 12804 - Co-owner - Start Date 9/1/2023 - 4hrs/month - 2% time spent WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/15/2023 - 160 Hours Per Month/ 8 Hours During Trading 1010 DAVISON ROAD, LLC - Non-Investment Related - Melbourne, FL - Self Storage Real Estate LLC - Member - Start Date: 02/2026 - 1 Hour Spent Per Month, 0 Hours Spent During Securities Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-31 |
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