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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-24 |
Branch Locations
15851 Dallas Pkwy Suite 600, Office 631, Addison, TX 75001 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
950 E State Hwy 114 Suite 160, Office 145, Southlake, TX 76092 • United States
3122 Nealy Way Office 214, Longview, TX 75605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Sugarland | TX | 04/2015 | 05/2019 |
| The Mather Group, Llc | Chicago | IL | 05/2019 | 07/2023 |
| Wealth Enhancement Group | Southlake | TX | 07/2023 | Present |
| Wealth Enhancement Advisory Services | Southlake | TX | 07/2023 | Present |
1. Greater Keller Women's Club - PO Box 345, Keller, TX, 76244 - non-investment related - Board Member - started 1/1/2023 - Supports the local community through scholarships and grants. - 1-2 hours spent per month with 0 hours during trading. 2. Bolder Adventure Park - 2324 West Warrior Trail, Grand Prairie, TX, 75052 - started 2019 - Investor/Limited Partner - no role other than initial investor in the business. - 0 hours spent per month with 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-11 |
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