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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
1221 Broadway Suite 1925, Nashville, TN 37203 • 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 |
|---|---|---|---|---|
| Marcum Wealth, Llc | Cleveland | OH | 03/2022 | 05/2025 |
| U.S Army | Nashville | TN | 01/2009 | 06/2018 |
| Abound Wealth Management | Franklin | TN | 06/2018 | 07/2019 |
| Aafmaa Wealth Management & Trust | Nashville | TN | 08/2019 | 03/2022 |
| Wealth Enhancement Group | Nashville | TN | 05/2025 | Present |
| Wealth Enhancement Advisory Services | Nashville | TN | 05/2025 | Present |
OPERATION VETERAN FINANCE - OLD HICKORY, TN - PODCAST HOST - 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS MUSIC CITY CHILDRENS MUSEUM - NASHVILLE, TN - FINANCE COMMITTEE PRESIDENT - 5 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS DERIFI'S DALTON EDUCATION - ALPHARETTA, GA - INSTRUCTOR - TAX, RETIREMENT, AND ESTATES - 15 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS BALANCING LIFE'S ISSUES - OSSINING, NY - INSTRUCTOR - FINANCIAL EDUCATION - 5 HOURS PER MONTH, 5 HOURS DURING TRADING HOURS
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