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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LOGAN, UT | 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 | Jan 2, 2026 | n/a | yes | PLYMOUTH, MN|LOGAN, UT | Current employment |
| CROWN CAPITAL SECURITIES, L.P. | Former SEC adviser | Jan 5, 2023 | Mar 12, 2024 | no | LOGAN, UT|ORANGE, CA|LOGAN, UT | Previous registration |
| STRATEGIC ADVOCATES, LLC | Former SEC adviser | Sep 19, 2022 | Jan 2, 2026 | no | SACRAMENTO, CA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Feb 16, 2017 | Dec 31, 2022 | no | Logan, UT|Logan, UT|Las Vegas, NV | Previous registration |
| YELLOWSTONE PARTNERS | Former SEC adviser | May 2, 2013 | Feb 15, 2017 | no | LOGAN, UT | Previous registration |
| DEMARS FINANCIAL GROUP LLC | Independent wealth | Jan 11, 2010 | May 29, 2013 | no | LOGAN, UT|SPOKANE VALLEY, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVOCATES, LLC | CROWN CAPITAL SECURITIES, L.P. | Jan 2, 2026 | Jan 5, 2023 | -1,093 | Firm change after gap | RIA to ibd |
| CROWN CAPITAL SECURITIES, L.P. | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Mar 12, 2024 | Jan 2, 2026 | 661 | Firm change after gap | Ibd to ibd |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | STRATEGIC ADVOCATES, LLC | Dec 31, 2022 | Sep 19, 2022 | -103 | Firm change after gap | Ibd to new firm |
| YELLOWSTONE PARTNERS | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Feb 15, 2017 | Feb 16, 2017 | 1 | Firm change | Other |
| DEMARS FINANCIAL GROUP LLC | YELLOWSTONE PARTNERS | May 29, 2013 | May 2, 2013 | -27 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 316858:6312:CA:2026-01-02 | Jan 2, 2026 | Jan 5, 2023 | SACRAMENTO, CA | Firm change after gap |
| 6312:116407:UT:2024-03-12 | Mar 12, 2024 | Jan 2, 2026 | LOGAN, UT | Firm change after gap |