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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
UNIONTOWN, PA | 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 | Mar 12, 2020 | n/a | yes | PLYMOUTH, MN|UNIONTOWN, PA | Current employment |
| BPU INVESTMENT MANAGEMENT, INC. | Former SEC adviser | Jul 7, 2009 | Mar 6, 2020 | no | PITTSBURGH, PA|UNIONTOWN, PA|PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | May 15, 2006 | Jul 10, 2009 | no | UNIONTOWN, PA|UNIONTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BPU INVESTMENT MANAGEMENT, INC. | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Mar 6, 2020 | Mar 12, 2020 | 6 | Firm change | RIA to ibd |
| JANNEY MONTGOMERY SCOTT LLC | BPU INVESTMENT MANAGEMENT, INC. | Jul 10, 2009 | Jul 7, 2009 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 17058:116407:PA:2020-03-06 | Mar 6, 2020 | Mar 12, 2020 | PITTSBURGH, PA | Firm change |