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401 Merritt 7 Ph, Norwalk, CT 06851 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-18 |
| CT | RA | APPROVED | 2026-04-18 |
| NY | RA | APPROVED | 2026-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Llc | New York | NY | 04/2011 | 07/2023 |
| Lpl Financial Llc | Plymouth | MN | 05/2024 | Present |
| N/A | New Canaan | CT | 08/2023 | 04/2024 |
| Wealth Enhancement Group | Plymouth | MN | 04/2024 | 08/2024 |
| Riskbridge Advisors, Llc | Norwalk | CT | 01/2026 | Present |
1. 04/05/2024- WEALTH ENHANCEMENT GROUP- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 05/23/2024 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Registered Admin - Started: 4/8/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide administrative support to Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity 5/2024. 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-02 |
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