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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-05 |
Branch Locations
724 Long Island Ave, Deer Park, NY 11729 • 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 |
|---|---|---|---|---|
| East Islip Soccer Club | East Islip | NY | 08/2012 | 11/2017 |
| Mcdonald's | Oakdale | NY | 01/2015 | 10/2022 |
| First Class Valet | Commack | NY | 09/2022 | 10/2022 |
| Quest Capital & Risk Management Inc. | Smithtown | NY | 12/2022 | 03/2023 |
| Wealth Enhancement Group | Deer Park | NY | 06/2023 | Present |
| Wealth Enhancement Advisory Services | Deep Park | NY | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-03 |
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