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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ROLLA, MO | 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 | Nov 3, 2025 | n/a | yes | ROLLA, MO|PLYMOUTH, MN | Current employment |
| BRIGHT PORTFOLIOS, LLC | Asset manager | Jan 26, 2024 | Aug 18, 2025 | no | LEE'S SUMMIT, MO | Previous registration |
| WISE WEALTH, LLC | Former SEC adviser | Jan 26, 2024 | Dec 3, 2025 | no | LEE'S SUMMIT, MO | Previous registration |
| CLEAR MONEY PATH | n/a | Feb 17, 2009 | Jan 31, 2024 | no | ROLLA, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WISE WEALTH, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Dec 3, 2025 | Nov 3, 2025 | -30 | Firm change | RIA to ibd |
| BRIGHT PORTFOLIOS, LLC | WISE WEALTH, LLC | Aug 18, 2025 | Jan 26, 2024 | -570 | Firm change after gap | Other |
| CLEAR MONEY PATH | BRIGHT PORTFOLIOS, LLC | Jan 31, 2024 | Jan 26, 2024 | -5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143421:116407:MO:2025-12-03 | Dec 3, 2025 | Nov 3, 2025 | LEES SUMMIT, MO | Firm change |