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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CORONADO, CA | PLYMOUTH, MN
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 | May 18, 2022 | n/a | yes | PLYMOUTH, MN|CORONADO, CA | Current employment |
| CANTER WEALTH | Independent wealth | Feb 29, 2016 | Oct 12, 2016 | no | LA JOLLA, CA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 22, 2010 | Jan 29, 2016 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CANTER WEALTH | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Oct 12, 2016 | May 18, 2022 | 2,044 | Firm change after gap | Other |
| STRATEGIC ADVISERS LLC | CANTER WEALTH | Jan 29, 2016 | Feb 29, 2016 | 31 | Firm change | Other |