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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-08 |
Branch Locations
185 Asylum St 25Th Floor, Hartford, CT 06103 • 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 |
|---|---|---|---|---|
| Wealth Enhancement Group | Hartford | CT | 06/2026 | Present |
| Wealth Enhancement Advisory Services | Hartford | CT | 06/2026 | Present |
| Wealth Enhancement Brokerage Services | Hartford | CT | 06/2026 | Present |
| Citigroup | New York | NY | 05/2016 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 09/2022 | 05/2026 |
| Bank Of America, N.A. | Stamford | CT | 09/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-22 |
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