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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-12-04 |
| TX | RA | APPROVED_RES | 2024-12-02 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
500 Virginia St E Suite 1200, Charleston, WV 25301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Charleston | WV | 03/2009 | 06/2022 |
| Lpl Financial Llc | Charleston | WV | 06/2022 | 06/2025 |
| Wealth Enhancement Group | Charleston | WV | 12/2024 | Present |
| Wealth Enhancement Advisory Services | Charleston | WV | 12/2024 | Present |
| Wealth Enhancement Brokerage Services | Charleston | WV | 12/2024 | Present |
1) 12/03/2024 - Wealth Enhancement Advisor Service - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/16/2024 - 160 Hours Per Month/ 130 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 12/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-03 |
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