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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 2022-09-22
  • MA RA
    APPROVED
    Since 2022-09-22

Branch Locations

200 Summit Dr Suite 420, Burlington, MA 01803 • 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
Santander Securities Llc Guaynabo PR 09/2012 11/2016
Lpl Financial, Llc Woburn MA 12/2016 04/2018
Pinnacle Private Wealth, Llc Woburn MA 12/2016 09/2022
Triad Advisors, Llc Norcross GA 04/2018 08/2022
Lpl Financial, Llc Burlington MA 08/2022 06/2025
Wealth Enhancement Advisory Services Burlington MA 09/2022 Present
Wealth Enhancement Group Burlington MA 09/2022 Present
Wealth Enhancement Brokerage Services Burlington MA 09/2022 Present
  • 09/2012 → 11/2016
    Guaynabo, PR
  • 12/2016 → 04/2018
    Woburn, MA
  • 12/2016 → 09/2022
    Pinnacle Private Wealth, Llc
    Woburn, MA
  • 04/2018 → 08/2022
    Triad Advisors, Llc
    Norcross, GA
  • 08/2022 → 06/2025
    Burlington, MA
  • 09/2022 → Present
    Wealth Enhancement Advisory Services
    Burlington, MA
  • 09/2022 → Present
    Wealth Enhancement Group
    Burlington, MA
  • 09/2022 → Present
    Wealth Enhancement Brokerage Services
    Burlington, MA
Previous Registrations
  • 2016-12-15 → 2022-09-22
    Pinnacle Private Wealth, Llc
    Burlington, MA
  • 2012-09-26 → 2016-12-21
    Wakefield, MA
    Plymouth, MA
    Waltham, MA
    Waltham, MA
    Wakefield, MA
    Melrose, MA
    Bedford, MA
    Melrose, MA
    Belmont, MA
    Lexington, MA
    Somerville, MA
    Cambridge, MA
    Boston, MA
    Bedford, MA
    Belmont, MA
    Burlington, MA
    Burlington, MA
    Belmont, MA
    Worcester, MA
  • 2009-04-29 → 2012-09-19
    Bedford, MA
    Lynnfield, MA
    Belmont, MA
    West Roxbury, MA
    Saugus, MA
    Lexington, MA
    Saugus, MA
    Belmont, MA
    Melrose, MA
    Wakefield, MA
    Melrose, MA
    Melrose, MA
    Lexington, MA
  • 2006-08-22 → 2007-11-20
    Banc Of America Investment Services, Inc.
    Burlington, MA
Other Businesses

9/2022- SAYBROOK ADVISORS LLC- Business Entity For Tax/Investment Purposes Only- owner- non-inv. related- Weston, MA - start date 2016- 0hrs/nth 9/2022- Public Notary- inv. related- Burlington, MA - start dat 2019- 1hr/mth 10/25/2022 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 9/15/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 98% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 10/2022. 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 services at http://www.adviserinfo.sec.gov/IAPD 30 Cheswick, LLC - Investment Related - Newton, MA - Investor - Start Date: 09/2025 - 0 hours spent per month/ 0 hours spent during hours trading hours - investment into a real estate investment property. Wealth Enhancement Group - Non-Investment Related - Burlington, MA - Fixed Insurance - Agent - Start Date: 10/2025 - 1 Hour Spent Per Month, 0 Hours Spent During Trading Hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-17
  • S66 Uniform Combined State Law Examination
    2006-08-17
Designations
Other Names
  • Brian Dudley
  • Brian Richard Dudley

View on SEC IAPD

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