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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-06 |
Branch Locations
14850 Quorum Dr Suite 350, Dallas, TX 75254 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Dallas | TX | 05/2013 | 08/2018 |
| Fuller Wealth Management, Llc | Dallas | TX | 08/2018 | 01/2025 |
| Wealth Enhancement Group | Dallas | TX | 02/2025 | Present |
| Wealth Enhancement Advisory Services | Dallas | TX | 02/2025 | Present |
INSURANCE AGENT - DALLAS, TX. SALES AND SERVICE OF INSURANCE PRODUCTS. 30 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
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