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600 Atlantic Avenue; 18Th Floor, Boston, MA 02210-2211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-30 |
Branch Locations
600 Atlantic Avenue; 18Th Floor, Boston, MA 02210-2211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 06/2017 | 06/2018 |
| Mcadam Llc | Chicago | IL | 06/2017 | 06/2018 |
| Saint Joseph's College | Standish | ME | 08/2013 | 05/2017 |
| Digital Federal Credit Union | Marlborough | MA | 05/2016 | 01/2017 |
| North American Management Corp | Boston | MA | 06/2019 | 04/2021 |
| Massachusetts Financial Services Company | Boston | MA | 08/2018 | 06/2019 |
| Wealth Enhancement Group | Plymouth | MN | 04/2021 | Present |
Wealth Enhancement Group DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-18 |
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