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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
Branch Locations
25 Union Pl 3Rd Floor, Summit, NJ 07901 • 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 |
|---|---|---|---|---|
| Altfest Personal Wealth Management | New York | NY | 02/2016 | 07/2024 |
| Wealth Enhancement Group | Summit | NJ | 03/2025 | Present |
| Wealth Enhancement Advisory Services | Summit | NJ | 03/2025 | Present |
| Kaze Creative | Randolph | NJ | 07/2024 | Present |
1. KAZE CREATIVE, LLC - CONSULTANT - START DATE: 07/2024 - FOUR HOURS SPENT PER MONTH WITH 1 HOUR DURING TRADING HOURS - GENERAL BUSINESS STRATEGY DISCUSSION, REVIEW OF INTERNAL FINANCIAL OPERATIONS AND PRICING/CASH FLOW ANALYSIS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-01 |
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