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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-13 |
Branch Locations
2650 Mission St Suite 205, San Marino, CA 91108 • 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 |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | San Marino | CA | 05/2026 | Present |
| Wealth Enhancement Group | San Marino | CA | 07/2024 | Present |
| Mutual Escrow | Arcadia | CA | 04/2023 | 07/2024 |
| California Escrow Group | Diamond Bar | CA | 12/2022 | 04/2023 |
| Central Escrow Group | City Of Industry | CA | 07/2020 | 12/2022 |
| University Of California, Davis | Davis | CA | 09/2015 | 08/2019 |
| Unemployed | Pico Rivera | CA | 08/2019 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-12 |
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