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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
OH RA APPROVED 2025-05-16
  • OH RA
    APPROVED
    Since 2025-05-16

Branch Locations

6685 Beta Dr Suite D, Cleveland, OH 44143 • 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
Marcum Wealth Cleveland OH 01/2023 05/2025
St. Claire Advisors, Llc Mayfield Heights OH 08/2022 12/2022
Paragon Advisors, Inc. Shaker Heights OH 03/2020 07/2022
Student Cleveland OH 01/2013 01/2020
Wealth Enhancement Group Mayfield Village OH 05/2025 Present
Wealth Enhancement Advisory Services Mayfield Village OH 05/2025 Present
  • 01/2023 → 05/2025
    Marcum Wealth
    Cleveland, OH
  • 08/2022 → 12/2022
    St. Claire Advisors, Llc
    Mayfield Heights, OH
  • 03/2020 → 07/2022
    Paragon Advisors, Inc.
    Shaker Heights, OH
  • 01/2013 → 01/2020
    Student
    Cleveland, OH
  • 05/2025 → Present
    Wealth Enhancement Group
    Mayfield Village, OH
  • 05/2025 → Present
    Wealth Enhancement Advisory Services
    Mayfield Village, OH
Previous Registrations
  • 2025-05-12 → 2025-05-19
    Marcum Wealth, Llc
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-12
  • S65 Uniform Investment Adviser Law Examination
    2025-02-12
Other Names
  • Joanna Lograsso

View on SEC IAPD

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