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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Jun 12, 2025 | n/a | yes | PLYMOUTH, MN|HOUSTON, TX | Current employment |
| Mariner | Bd affiliated wealth | Feb 10, 2022 | Jun 25, 2025 | no | Amarillo, TX|Amarillo, TX | Previous registration |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jan 29, 2021 | Jan 25, 2022 | no | HOUSTON, TX | Previous registration |
| BELLATORE FINANCIAL, INC. | Independent wealth | Jan 3, 2019 | Sep 30, 2020 | no | THE WOODLANDS, TX | Previous registration |
| HFG WEALTH MANAGEMENT, LLC | Independent wealth | Jun 26, 2018 | Sep 18, 2020 | no | THE WOODLANDS, TX | Previous registration |
| SYMPHONY FINANCIAL, LTD. CO. | Independent wealth | Jun 1, 2017 | Jan 25, 2018 | no | Houston, TX|HOUSTON, TX | Previous registration |
| PAUL COMSTOCK PARTNERS | Independent wealth | Sep 9, 2011 | Sep 12, 2016 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Mariner | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jun 25, 2025 | Jun 12, 2025 | -13 | Firm change | Ibd to ibd |
| MERCER GLOBAL ADVISORS INC. | Mariner | Jan 25, 2022 | Feb 10, 2022 | 16 | Firm change | RIA to ibd |
| BELLATORE FINANCIAL, INC. | MERCER GLOBAL ADVISORS INC. | Sep 30, 2020 | Jan 29, 2021 | 121 | Firm change | RIA to RIA |
| HFG WEALTH MANAGEMENT, LLC | BELLATORE FINANCIAL, INC. | Sep 18, 2020 | Jan 3, 2019 | -624 | Firm change after gap | RIA to RIA |
| SYMPHONY FINANCIAL, LTD. CO. | HFG WEALTH MANAGEMENT, LLC | Jan 25, 2018 | Jun 26, 2018 | 152 | Firm change | Other |
| PAUL COMSTOCK PARTNERS | SYMPHONY FINANCIAL, LTD. CO. | Sep 12, 2016 | Jun 1, 2017 | 262 | Firm change | Other |