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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
971 E Turkeyfoot Lake Rd Suite C, Akron, OH 44312 • 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 |
|---|---|---|---|---|
| Wunderlich Securities, Inc. | Memphis | TN | 04/2013 | 04/2017 |
| Aurum Wealth Management Group | Mayfield Village | OH | 04/2017 | 05/2025 |
| Wealth Enhancement Group | Akron | OH | 05/2025 | Present |
| Wealth Enhancement Advisory Services | Akron | OH | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-01 |
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