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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-19 |
| PA | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
601 Route 73 N Suite 400, Malrton, NJ 08053 • United States
1601 Market St 4Th Floor, Philadelphia, PA 19103 • 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 |
|---|---|---|---|---|
| Sei | Oaks | PA | 07/2016 | 06/2021 |
| Marcum Wealth Llc | Philadelphia | PA | 06/2021 | 05/2025 |
| Wealth Enhancement Group | Marlton | NJ | 05/2025 | Present |
| Wealth Enhancement Advisory Services | Marlton | NJ | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-20 |
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