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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
Branch Locations
1577 Fruitville Rd, Sarasota, FL 34236 • 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 |
|---|---|---|---|---|
| Jpan Sushi & Grill | Sarasota | FL | 07/2020 | 08/2021 |
| Pine View School | Osprey | FL | 08/2015 | 05/2021 |
| University Of Florida | Gainesville | FL | 08/2021 | 05/2025 |
| Wealth Enhancement Group | Sarasota | FL | 07/2024 | Present |
| Wealth Enhancement Advisory Services | Sarasota | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-14 |
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