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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-07-02 |
Branch Locations
4 Campus Dr Suite 100, Parsippany, NJ 07054 • 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 |
|---|---|---|---|---|
| Tiaa | Roseland | NJ | 01/2014 | 07/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Roseland | NJ | 01/2014 | 07/2019 |
| Mutual Securities, Inc. | Camarillo | CA | 10/2019 | 06/2021 |
| Macro Consulting Roup | Parsippany | NJ | 10/2019 | 06/2021 |
| Lpl Financial, Llc | Parisippany | NJ | 06/2021 | 06/2025 |
| Wealth Enhancement Group | Parsippany | NJ | 07/2021 | Present |
| Wealth Enhancement Advisory Services, Llc | Parsippany | NJ | 07/2021 | Present |
| Wealth Enhancement Brokerage Services | Parsippany | NJ | 07/2021 | Present |
1. 7/13/2021 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - FINANCIAL ADVISOR - Start Date: 10/7/2019 - 160 Hours Per Month/100 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 7/2021. 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.advisernfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-16 |
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