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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-02 |
Branch Locations
124 Verdae Blvd Suite 504, Greenville, SC 29607 • 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 |
|---|---|---|---|---|
| Shc Golf Llc | Greer | SC | 06/2013 | 12/2021 |
| Stifel, Nicolaus & Company, Incorporated | Greenville | SC | 04/2022 | 08/2022 |
| N/A | Greenville | SC | 12/2021 | 04/2022 |
| Stifel, Nicolaus & Company, Incorporated | Greenville | SC | 08/2022 | 11/2022 |
| Fintrust Brokerage Services, Llc | Greenville | SC | 11/2022 | 10/2024 |
| Fintrust Capital Advisors, Llc | Greenville | SC | 11/2022 | 09/2024 |
| Lpl Financial Llc | Greenville | SC | 10/2024 | 06/2025 |
| Wealth Enhancement Group | Greenville | SC | 10/2024 | Present |
| Wealth Enhancement Advisory Services | Greenville | SC | 10/2024 | Present |
| Wealth Enhancement Brokerage Services | Greenville | SC | 10/2024 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 9/1/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. First Tee Upstate SC - Non-Investment Related - Greenville, SC - Board Member - Start Date: 12/2025 - 10 Hours Spent Per Month, 5 Hours Spent During Securities Trading Hours. Wealth Enhancement Group - Non-Investment Related - Greenville, SC - Fixed Insurance - Senior Vice President, Financial Advisor - Start Date: 10/2024 - 1 Hour Spent Per Month, 1 Hour Spent During Securities Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-11 |
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