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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | OVERLAND PARK, KS
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 2, 2026 | n/a | yes | PLYMOUTH, MN|OVERLAND PARK, KS | Current employment |
| TFB ADVISORS, LLC | Independent wealth | Aug 2, 2022 | Mar 25, 2026 | no | OVERLAND PARK, KS | Previous registration |
| AMERITAS ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 1, 2021 | Jun 30, 2023 | no | OVERLAND PARK, KS | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Jun 30, 2006 | Nov 1, 2021 | no | OVERLAND PARK, KS | Previous registration |
| CARILLON INVESTMENTS, INC. | n/a | Feb 11, 2002 | Jun 30, 2006 | no | OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TFB ADVISORS, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Mar 25, 2026 | Mar 2, 2026 | -23 | Firm change | RIA to ibd |
| AMERITAS ADVISORY SERVICES, LLC | TFB ADVISORS, LLC | Jun 30, 2023 | Aug 2, 2022 | -332 | Firm change after gap | Other |
| AMERITAS ADVISORY SERVICES | AMERITAS ADVISORY SERVICES, LLC | Nov 1, 2021 | Nov 1, 2021 | 0 | Bulk transfer | Ibd to ibd |
| CARILLON INVESTMENTS, INC. | AMERITAS ADVISORY SERVICES | Jun 30, 2006 | Jun 30, 2006 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 321870:116407:KS:2026-03-25 | Mar 25, 2026 | Mar 2, 2026 | OVERLAND PARK, KS | Firm change |
| 317245:321870:KS:2023-06-30 | Jun 30, 2023 | Aug 2, 2022 | OVERLAND PARK, KS | Firm change after gap |