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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Wilmington Trust | New York | NY | 11/2015 | 07/2021 |
| Hawks Acquisition Corp | New York | NY | 07/2021 | 11/2023 |
| Ironclad Asset Management | Greenwich | CT | 12/2023 | 12/2024 |
| Wealthshield Partners, Llc | Cary | NC | 01/2024 | 06/2026 |
| Wealth Enhancement Group | Garden City | NY | 07/2026 | Present |
| Wealth Enhancement Advisory Services | Garden City | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-21 |
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