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.

Current firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 17, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S66

First exam

Dec 17, 2013

First registration

Jan 27, 2014

Dual registered

no

IAPD individual key

6131177

• Occurred

  Oct 15, 2024
  Advisor changed firm

  James David Snyder left Mariner for Wealth Enhancement Advisory Services, Llc (registered 2025-04-17)

  Form ADVobserved 6 days ago
• Occurred

  Oct 17, 2022
  Advisor changed firm

  James David Snyder left Executive Wealth Counselors, Llc for Mariner (registered 2022-10-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3fcb87a7-b024-2ca0-f898-74ca56139709

First observed

Jan 27, 2014

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.