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Annamarie Geralyn Formicola

Wealth Enhancement Advisory Services, LLC

Oakland, CA

Plymouth, MN

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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
CA RA APPROVED 2023-01-09
  • CA RA
    APPROVED
    Since 2023-01-09

Branch Locations

1999 Harrison St Suite 1530, Oakland, CA 94612 • 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
Btr Capital Management, Inc. Oakland CA 10/1989 11/2022
Wealth Enhancement Group Oakland CA 11/2022 Present
  • 10/1989 → 11/2022
    Btr Capital Management, Inc.
    Oakland, CA
  • 11/2022 → Present
    Wealth Enhancement Group
    Oakland, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-09
  • S65 Uniform Investment Adviser Law Examination
    2023-01-09
Other Names
  • Annamarie Geralyn Formicola
  • Annamarie Formicola
  • Annamarie G (Mi Only) Formicola

View on SEC IAPD

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Other Offices

INFINITY FINANCIAL SERVICES ADVISORY · OAKLAND, CA
CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA
HOODOO · OAKLAND, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Oakland, CA
FM CAPITAL GROUP · OAKLAND, CA
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC · OAKLAND, CA
FINANCIAL AVENGERS, INC. · OAKLAND, CA

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