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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
340 E Clark Ave, Orcutt, CA 93455 • 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 |
|---|---|---|---|---|
| Wealth Enhancement Group | Orcutt | CA | 11/2023 | Present |
| Wealth Enhancement Advisory Services | Orcutt | CA | 01/2026 | Present |
| Pepperdine University | Los Angeles | CA | 01/2022 | 04/2024 |
| Pc&J Joint Ventures | Orcutt | CA | 07/2020 | 10/2023 |
| Allan Hancock College | Santa Maria | CA | 06/2020 | 12/2021 |
| Orcutt Burgers | Orcutt | CA | 09/2018 | 07/2020 |
| Ernest Righetti High School | Santa Maria | CA | 08/2016 | 08/2020 |
| Wealth Enhancement Brokerage Services | Orcutt | CA | 04/2026 | Present |
1. NOTARY PUBLIC - NON-INVESTMENT RELATED - ORCUTT, CA - PERFORMS NOTARY SERVICES AS NEEDED - START DATE: 06/2024 - 1 HOUR SPENT PER MONTH WITH 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-20 |
| S65 | Uniform Investment Adviser Law Examination | 2026-01-07 |
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