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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-24 |
Branch Locations
8120 Freedom Ln Ne Suite 101, Lacey, WA 98516 • 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 |
|---|---|---|---|---|
| School | Fishers | IN | 01/2008 | 05/2018 |
| Anderson University | Anderson | IN | 01/2021 | 03/2023 |
| Sky Zone | Fishers/Indianapolis | IN | 05/2018 | 05/2024 |
| Anderson University | Anderson | IN | 01/2024 | 05/2024 |
| Alter Domus | Carmel | IN | 06/2024 | 08/2026 |
| Wealth Enhancement Group | Lacey | WA | 08/2026 | Present |
| Wealth Enhancement Advisory Services | Lacey | WA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-13 |
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