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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-05 |
Branch Locations
4521 Sharon Rd Suite 400, Charlotte, NC 28211 • 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 | Charlotte | NC | 05/2026 | Present |
| Wealth Enhancement Advisory Services | Charlotte | NC | 02/2026 | Present |
| The Home Depot | Asheville | NC | 06/2021 | 08/2021 |
| Barberitos | Asheville | NC | 03/2017 | 08/2020 |
| The University Of North Carolina At Charlotte | Charlotte | NC | 08/2019 | 05/2023 |
| Tc Roberson High School | Asheville | NC | 08/2015 | 06/2019 |
| Wealth Enhancement Group | Charlotte | NC | 02/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-05 |
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