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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 |
| NC | RA | APPROVED | 2024-12-02 |
Branch Locations
500 Virginia St E Suite 1200, Charleston, WV 25301 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc. | Charleston | WV | 04/2019 | 06/2022 |
| Materials Innovation Technologies, Llc | Fletcher | NC | 04/2004 | 03/2019 |
| 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) 06/16/2022 - Materials Innovation Technologies - Advanced materials development and manufacturing - Non-Inv Rel - Founder, Board Member - Fletcher, NC - Start: 04/2004 2) 06/16/2022 - Carbon Conversion, Inc. - Advanced material manufacturing - Non-Inv Rel - Board Member - Lake City, SC - Start: 06/2014 3) 12/01/2024 - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 12/01/2024 - Various Hours Per Month - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-26 |
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