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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-03 |
Branch Locations
1818 Market St Suite 3232, Philadelphia, PA 19103 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Philadelphia | PA | 06/2023 | 06/2025 |
| Temple University | Philadelphia | PA | 05/2016 | 08/2017 |
| Unemployed | Broomall | PA | 08/2017 | 11/2017 |
| Mazars Usa | Fort Washington | PA | 11/2017 | 08/2019 |
| Qvc | West Chester | PA | 08/2019 | 08/2021 |
| West Pharmaceuticals | Exton | PA | 08/2021 | 06/2023 |
| Levy Wealth Management Group | Philadelphia | PA | 06/2023 | 08/2024 |
| Wealth Enhancement Group | Philadelphia | PA | 09/2024 | Present |
| Wealth Enhancement Advisory Services | Philadelphia | PA | 09/2024 | Present |
| Wealth Enhancement Brokerage Services | Philadelphia | PA | 09/2024 | Present |
Wealth Enhancement Advisory Services - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 160 Hours Per Month/ During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD Wealth Enhancement Group - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-28 |
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