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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-12 |
Branch Locations
60 E 42Nd St Suite 1555, New York, NY 10165 • 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 |
|---|---|---|---|---|
| Csg International | Chicago | IL | 09/2014 | 02/2018 |
| Morgan Stanley | Deerfield | IL | 02/2018 | 04/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2018 | 04/2019 |
| Charles Schwab & Co., Inc. | New York | NY | 04/2019 | 10/2022 |
| Charles Schwab Bank, Ssb | New York | NY | 04/2019 | 10/2022 |
| Hightower Securities | New York | NY | 10/2022 | 06/2025 |
| Hightower Advisors | New York | NY | 10/2022 | 06/2025 |
| Wealth Enhancement Group | New York | NY | 06/2025 | Present |
| Wealth Enhancement Advisory Services | New York | NY | 06/2025 | Present |
| Wealth Enhancement Brokerage Services | New York | NY | 01/2026 | Present |
1. SETON HALL UNIVERSITY - ADJUNCT PROFESSOR - START DATE 08/2024 - 10 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING - PART TIME TEACHING AS ADJUNCT PROFESSOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-12 |
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