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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-04 |
Branch Locations
Lafayette Hill, PA • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1818 Market St Suite 3232, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2009 | 09/2018 |
| Pst Advisors, Llc | Bala Cynwyd | PA | 06/2014 | 09/2018 |
| Lpl Financial Llc | Philadelphia | PA | 09/2018 | 06/2025 |
| Levy Wealth Management Group, Llc | Philadelphia | PA | 09/2018 | 08/2024 |
| Wealth Enhancement Group | Philadelphia | PA | 09/2024 | Present |
| Wealth Enhancement Advisory Services | Philadelphia | PA | 09/2024 | Present |
| Wealth Enhancement Brokerage Services | Philadelphia | PA | 09/2024 | Present |
WEALTH ENHANCEMENT GROUP - NON-INVESTMENT RELATED - PHILADELPHIA, PA - FIXED INSURANCE - VP, FINANCIAL ADVISOR - START DATE: 11/2025 - 5 HOURS SPENT PER MONTH, 5 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-09-05 |
| S65 | Uniform Investment Adviser Law Examination | 2006-05-11 |
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