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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-15 |
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