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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-06-01 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
300 Barr Harbor Dr Suite 175, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wiley Group | West Conshohocken | PA | 07/2016 | 06/2019 |
| Wealth Enhancement Group | Plymouth | MN | 06/2019 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 06/2019 | Present |
1) NAME OF BUSINESS: HEWITT & CHRISTOPHER REAL ESTATE LLC NON-INVESTMENT-RELATED ADDRESS: PAOLI, PA THE NATURE OF BUSINESS: LLC SET UP FOR RENTAL PROPERTY POSITION: MANAGING MEMBER START DATE: 07/2011 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 2 NUMBER OF HOURS YOU DEVOTE DURING SECURITIES TRADING HOURS: 0 DUTIES: MANAGE AND INVEST IN REAL ESTATE 2) NAME OF BUSINESS: 44 CENTRAL AVE LLC NON-INVESTMENT-RELATED ADDRESS: PAOLI, PA THE NATURE OF BUSINESS: LLC SET UP FOR RENTAL PROPERTY POSITION: MANAGING MEMBER START DATE: 07/2013 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 4 NUMBER OF HOURS YOU DEVOTE DURING SECURITIES TRADING HOURS: 0 DUTIES: MANAGES RENTAL PROPERTY 3) NAME OF BUSINESS: H&C PROPERTY RESTORATIONS LLC NON-INVESTMENT-RELATED ADDRESS: PAOLI, PA THE NATURE OF BUSINESS: REAL ESTATE POSITION: MANAGING MEMBER START DATE: 11/2015 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: VARIES NUMBER OF HOURS YOU DEVOTE DURING SECURITIES TRADING HOURS: 0 DUTIES: PURCHASING MULTIPLE RENTAL PROPERTIES 4) NAME OF BUSINESS: 40 JOHN HALL DR LLC NON-INVESTMENT RELATED ADDRESS: DOWNINGTON, PA THE NATURE OF BUSINESS: REAL ESTATE POSITION: MANAGING MEMBER START DATE: 06/2024 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 4 NUMBER OF HOURS YOU DEVOTE DURING SECURITIES TRADING HOURS: 0 DUTIES: ACQUIRE, DEVELOP, AND RENT REAL ESTATE 5) NAME OF BUSINESS: 83 CHESTNUT ROAD LLC NON-INVESTEMENT RELATED ADDRESS: DOWNINGTON, PA THE NATURE OF BUSINESS: REAL ESTATE POSITION: MANAGING MEMBER START DATE: 06/2024 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 2 NUMBER OF HOURS YOU DEVOTE DURING SECURITIES TRADING HOURS: 0 DUTIES: ACQUIRE, DEVELOP, AND RENT REAL ESTATE 6) NAME OF BUSINESS: 119 MAIN ST LLC NON-INVESTEMENT RELATED ADDRESS: DOWNINGTON, PA THE NATURE OF BUSINESS: REAL ESTATE POSITION: MANAGING MEMBER START DATE: 06/2023 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 2 NUMBER OF HOURS YOU DEVOTE DURING SECURITIES TRADING HOURS: 0 DUTIES: ACQUIRE, DEVELOP, AND RENT REAL ESTATE 7) NAME OF BUSINESS: 225 HIGH ST LLC NON-INVESTEMENT RELATED ADDRESS: DOWNINGTON, PA THE NATURE OF BUSINESS: REAL ESTATE POSITION: MANAGING MEMBER START DATE: 07/2018 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 2 NUMBER OF HOURS YOU DEVOTE DURING SECURITIES TRADING HOURS: 0 DUTIES: MANAGE AND INVEST IN REAL ESTATE 8) NAME OF BUSINESS: VOLUNTEER INCOME TAX ASSISTANCE NON-INVESTEMENT RELATED POSITION: VOLUNTEER START DATE: 05/2019 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 2 HOURS/MONTH FROM JANUARY TO APRIL NUMBER OF HOURS YOU DEVOTE DURING SECURITIES TRADING HOURS: 0 DUTIES: PREPARE TAX RETURNS FOR LOW INCOME FAMILIES 9) NAME OF BUSINESS: PHILADELPHIA TRI STATE CHAPTER OF FPA NON-INVESTEMENT RELATED POSITION: AT LARGE BOARD MEMBER START DATE: 01/2021 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 4 NUMBER OF HOURS YOU DEVOTE DURING SECURITIES TRADING HOURS: 1 DUTIES: ASSIST PRESIDENT AND OTHER BOARD MEMBERS DRIVE MISSION OF THE ORGANIZATION 10) NAME OF BUSINESS: NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS NON-INVESTEMENT RELATED POSITION: COMMITTEE MEMBER START DATE: 10/2025 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 2 NUMBER OF HOURS YOU DEVOTE DURING SECURITIES TRADING HOURS: 1 DUTIES: SERVE ON THE ACCREDITED ESTATE PLANNER DESIGNATION COMMITTEE AS A BOARD MEMBER
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-15 |
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