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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 2026-07-13
  • CA RA
    APPROVED
    Since 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

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
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
  • 05/2026 → Present
    Wealth Enhancement Advisory Services
    San Marino, CA
  • 07/2024 → Present
    Wealth Enhancement Group
    San Marino, CA
  • 04/2023 → 07/2024
    Mutual Escrow
    Arcadia, CA
  • 12/2022 → 04/2023
    California Escrow Group
    Diamond Bar, CA
  • 07/2020 → 12/2022
    Central Escrow Group
    City Of Industry, CA
  • 09/2015 → 08/2019
    University Of California, Davis
    Davis, CA
  • 08/2019 → 07/2020
    Unemployed
    Pico Rivera, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-12
  • S65 Uniform Investment Adviser Law Examination
    2026-07-12
Other Names
  • Ellie Wan

View on SEC IAPD

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