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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 03/2014 | 09/2019 |
| Greenberg & Rapp | East Hanover | NJ | 03/2014 | 10/2016 |
| Aepg | Warren | NJ | 11/2016 | 10/2019 |
| Wealth Enhancement Group | Plymouth | MN | 10/2019 | 06/2022 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 10/2019 | 06/2022 |
| Wealthcare Advisory Partners Llc | Harleysville | PA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 2013-01-24 |
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