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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-10 |
| SC | RA | APPROVED | 2024-10-02 |
| TX | RA | APPROVED | 2024-10-02 |
Branch Locations
128 E Benson St Suite A, Anderson, SC 29624 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fintrust Investment Advisory Services, Llc | Greenville | SC | 06/2009 | 03/2018 |
| Fintrust Brokerage Services, Llc | Greenville | SC | 06/2009 | 09/2024 |
| Fintrust Capital Advisors, Llc | Greenville | SC | 03/2018 | 09/2024 |
| United Community Insurance, Inc. | Greenville | SC | 03/2018 | 09/2024 |
| Fintrust Capital Partners, Llc | Greenville | SC | 01/2018 | 09/2024 |
| Lpl Financial Llc | Anderson | SC | 10/2024 | 06/2025 |
| Wealth Enhancement Group | Anderson | SC | 10/2024 | Present |
| Wealth Enhancement Advisory Services | Anderson | SC | 10/2024 | Present |
| Wealth Enhancement Brokerage Services | Anderson | SC | 10/2024 | Present |
1) 08/2024 - CASITA JARDIN PH SOCIEDAD ANONIMA / Real Estate Rental / Owner / Inv, Related / Costa Rica / Start Date 01/15/2000 - 2 Hrs per month 2) 10/15/2024 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 9/2/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 10/2024. 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. 3) Wealth Enhancement Group - Investment Related - Anderson, SC - Fixed Insurance - SVP Financial Advisor - Start Date: 10/2024 - 2 Hours Spent Per Month, 2 Hours Spent During Securities Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-05 |
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