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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2019-07-23
  • MD RA
    APPROVED
    Since 2019-07-23

Branch Locations

8161 Maple Lawn Blvd Suite 400, Fulton, MD 20759 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

283 Constitution Dr Suite 600, Virginia Beach, VA 23462 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planning Solutions Group Fulton MD 09/2013 07/2019
Triad Advisors, Inc. Norcross GA 09/2013 07/2019
Lpl Financial Llc Fulton MD 07/2019 06/2025
Wealth Enhancement Group Fulton MD 07/2019 Present
Wealth Enhancement Advisory Services, Llc Fulton MD 07/2019 Present
Wealth Enhancement Brokerage Services Fulton MD 07/2019 Present
  • 09/2013 → 07/2019
    Planning Solutions Group
    Fulton, MD
  • 09/2013 → 07/2019
    Triad Advisors, Inc.
    Norcross, GA
  • 07/2019 → 06/2025
    Fulton, MD
  • 07/2019 → Present
    Wealth Enhancement Group
    Fulton, MD
  • 07/2019 → Present
    Fulton, MD
  • 07/2019 → Present
    Wealth Enhancement Brokerage Services
    Fulton, MD
Previous Registrations
  • 2021-03-31 → 2021-04-08
    Fulton, MD
    Fulton, MD
    Plymouth, MN
    Virgina Beach, VA
  • 2015-07-13 → 2019-09-10
    Planning Solutions Group, Llc
    Fulton, MD
Other Businesses

Non-Variable Insurance - WEALTH ENANCEMENT GROUP - Investment Related - Fulton, MD. WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 8/1/2019 - 160 Hours Per Month/80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-07-01
S65 Uniform Investment Adviser Law Examination 2015-07-13
  • S63 Uniform Securities Agent State Law Examination
    2019-07-01
  • S65 Uniform Investment Adviser Law Examination
    2015-07-13
Other Names
  • Melinda Lynne Torres
  • Melinda Lynne Boyd

View on SEC IAPD

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