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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-16 |
| TX | RA | APPROVED | 2023-11-16 |
Branch Locations
310 Bay Rd, Queensbury, NY 12804 • 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 |
|---|---|---|---|---|
| American Portfolios Financial Services | Holbrook | NY | 10/2010 | 11/2023 |
| Adirondack Retirement Specialists | Queensbury | NY | 10/2001 | 11/2023 |
| Lpl Financial Llc | Queensbury | NY | 11/2023 | 06/2025 |
| Wealth Enhancement Group | Queensbury | NY | 11/2023 | Present |
| Wealth Enhancement Advisory Services | Queensbury | NY | 11/2023 | Present |
| Wealth Enhancement Brokerage Services | Queensbury | NY | 11/2023 | Present |
1) 10/26/2023 - BERGERMEISTER LLC - Horse owner - Business Owner - Own racehorses - NY 12804 - Non investment related - 4 Hours per month - Start date: 10/16/2023. 2) 10/26/2023 - SELMA BERGER - Trustee for a family trust - Act in a Fiduciary Capacity - Investment related - 4 Hours per month - Start date: 8/23/2023. 3) 10/26/2023 - ARS RE HOLDINGS - Real Estate Rental - Owner - ny 12804 - Investment related - 1 Hour per month - Start date: 10/16/2023. 4) 10/26/2023 - Non-Variable Insurance - Selling: Fixed Annuities - NY 12804 - Investment related - 1 Hour per month - Start date: 12/2/1996. 5) 11/29/2023 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 11/15/2023 - 160 Hours Per Month/ During Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity 12/2023. 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 | 1995-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-11 |
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