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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
MA RA APPROVED 2025-12-04
  • MA RA
    APPROVED
    Since 2025-12-04

Branch Locations

1575 Iyannough Rd Suite 1A, Hyannis, MA 02601 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
Morgan Stanley New York NY 03/2022 11/2024
Self-Employed New York NY 06/2016 01/2022
Core Staffing Services New York NY 03/2020 11/2020
Camp Good News Forestdale MA 06/2010 08/2019
Wealth Enhancement Group Hyannis MA 11/2024 Present
Wealth Enhancement Advisory Services Hyannis MA 08/2025 Present
Wealth Enhancement Brokerage Services Hyannis MA 11/2024 Present
  • 03/2022 → 11/2024
    Morgan Stanley
    New York, NY
  • 06/2016 → 01/2022
    Self-Employed
    New York, NY
  • 03/2020 → 11/2020
    Core Staffing Services
    New York, NY
  • 06/2010 → 08/2019
    Camp Good News
    Forestdale, MA
  • 11/2024 → Present
    Wealth Enhancement Group
    Hyannis, MA
  • 08/2025 → Present
    Wealth Enhancement Advisory Services
    Hyannis, MA
  • 11/2024 → Present
    Wealth Enhancement Brokerage Services
    Hyannis, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-25
S63 Uniform Securities Agent State Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2025-11-25
  • S63 Uniform Securities Agent State Law Examination
    2022-04-15

View on SEC IAPD

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