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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-15 |
Branch Locations
1818 Market St Suite 3232, Philadelphia, PA 19103 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2022 | 12/2024 |
| West Chester University | West Chester | PA | 09/2021 | 06/2022 |
| Ludham Bar And Grill | Sea Isle City | NJ | 06/2021 | 08/2021 |
| West Chester University | West Chester | PA | 09/2019 | 06/2021 |
| Nfl Alumni Association | Mount Laurel | NJ | 06/2021 | 08/2021 |
| West Chester University | West Chester | PA | 09/2018 | 08/2019 |
| Citgo Gas Station | Newtown | PA | 01/2018 | 08/2018 |
| Council Rock North | Newtown | PA | 09/2014 | 06/2018 |
| Lpl Financial Llc | Philadelphia | PA | 12/2024 | 06/2025 |
| Wealth Enhancement Group | Philadelphia | PA | 12/2024 | Present |
| Wealth Enhancement Brokerage Services | Philadelphia | PA | 12/2024 | Present |
| Wealth Enhancement Advisory Services | Philadelphia | PA | 07/2025 | Present |
ADMA LLC / Real Estate Rental / Inv Related / Philadelphia, PA 19122 / 2 Hrs per month SMDC LLC / Owner / Real Estate Rental / Inv Related / Philadelphia, PA 19122 / 2 Hrs per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-31 |
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