David Harrison Goodless

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 03/2020
  Global Financial Private Capital, Llc
  Sarasota, FL
• 12/2015 → 04/2019
  Gf Investment Services, Llc
  Sarasota, FL
• 03/2020 → 03/2021
  Assetmark Financial, Inc.
  Sarasota, FL
• 03/2020 → 03/2021
  Assetmark Brokerage, Llc
  Sarasota, FL
• 03/2021 → 01/2026
  Cnr Securities
  New York, NY
• 02/2026 → Present
  Wealth Enhancement Group
  Coconut Creek, FL
• 02/2026 → Present
  Wealth Enhancement Brokerage Services
  Coconut Creek, FL
• 02/2026 → Present
  Wealth Enhancement Advisory Services
  Coconut Creek, FL

Previous Registrations

• 2021-04-15 → 2026-03-04
  Rbc Rochdale, Llc
  New York, NY
  New York, NY
  New York, NY
• 2020-06-03 → 2021-03-25
  Assetmark, Inc.
  Sarasota, FL
  Concord, CA
  Sarasota, FL
• 2014-01-24 → 2020-04-17
  Global Financial Private Capital, Inc.
  Sarasota, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-06
• S65 Uniform Investment Adviser Law Examination
  2014-01-13

Designations

• Chartered Financial Analyst

Other Names

• David Harrison Goodless
• David H. Goodless