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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-21 |
| LA | RA | APPROVED | 2016-11-14 |
| TX | RA | APPROVED_RES | 2016-11-10 |
| CT | RA | APPROVED | 2016-11-01 |
Branch Locations
60 E 42Nd St Suite 1555, New York, NY 10165 • United States
23 Old Kings Hwy S Suite 102, Darien, CT 06820 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Colony Group, Llc | Boston | MA | 07/2015 | 10/2016 |
| Wealth Enhancement Group | Plymouth | MN | 10/2016 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 10/2016 | Present |
Wealth Enhancement Group DBA 10/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-19 |
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