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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-05 |
Branch Locations
1001 3Rd Ave W Suite 450, Bradenton, FL 34205 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 11/2017 | 05/2018 |
| Pinch A Penny Pools | Bradenton | FL | 07/2017 | 09/2017 |
| Florida State University | Tallahassee | FL | 08/2015 | 08/2017 |
| Integra Capital Advisors | Bradenton | FL | 05/2018 | 04/2022 |
| Wealth Enhancement Group | Bradenton | FL | 04/2022 | Present |
| Wealth Enhancement Advisory Services | Bradenton | FL | 04/2022 | Present |
WEALTH ENHANCEMENT GROUP - DBA NAME FOR WEALTH ENHANCEMENT ADVISORY SERVICES - BRADENTON, FL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-06 |
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