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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | CRYSTAL LAKE, IL
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, 2021 | n/a | yes | CRYSTAL LAKE, IL|PLYMOUTH, MN | Current employment |
| SVA WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 20, 2014 | Jan 13, 2021 | no | MADISON, WI | Previous registration |
| WISCONSIN CAPITAL MANAGEMENT, LLC | Independent wealth | Nov 20, 2014 | Dec 31, 2016 | no | MADISON, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SVA WEALTH MANAGEMENT, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jan 13, 2021 | Jan 2, 2021 | -11 | Firm change | RIA to ibd |
| WISCONSIN CAPITAL MANAGEMENT, LLC | SVA WEALTH MANAGEMENT, LLC | Dec 31, 2016 | Nov 20, 2014 | -772 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 159216:116407:WI:2021-01-13 | Jan 13, 2021 | Jan 2, 2021 | MADISON, WI | Firm change |