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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-07-01 |
Branch Locations
164 W Main St Suite F, New Market, MD 21774 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frederick | MD | 11/2017 | 05/2018 |
| Rsm | Frederick | MD | 06/2015 | 11/2017 |
| Kemper Sport Management | Ijamsville | MD | 05/2016 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frederick | MD | 07/2018 | 05/2019 |
| Bank Of America, N.A. | Frederick | MD | 09/2018 | 04/2019 |
| Lighthouse Wealth Management | New Market | MD | 04/2019 | 01/2021 |
| Lighthouse Wealth Management | New Market | MD | 01/2021 | 07/2021 |
| Wealth Enhancement Group | Plymouth | MN | 07/2021 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 07/2021 | Present |
WEALTH ENHANCEMENT GROUP - INVESTMENT RELATED - NEW MARKET, MD - FIXED INSURANCE - VICE PRESDIENT, FINANCIAL ADVISOR - START DATE: 02/2019 - 1 HOUR SPENT PER MONTH, 1 HOUR SPENT DURING TRADING HOURS. BVJ, LLC - NON-INVESTMENT RELATED - MIDDLETOWN, MD - MANAGER - START DATE: 01/2026 - 5 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS - MANAGER OF AN LLC THAT HOLDS RENTAL REAL ESTATE PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-20 |
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