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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | WEST CONSHOHOCKEN, PA | NEW YORK, NY | WARREN, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Oct 1, 2019 | n/a | yes | WEST CONSHOHOCKEN, PA|NEW YORK, NY|WARREN, NJ|PLYMOUTH, MN | Current employment |
| AEPG WEALTH STRATEGIES | Former SEC adviser | Mar 6, 2013 | Oct 2, 2019 | no | WARREN, NJ | Previous registration |
| LEUCADIA ASSET MANAGEMENT LLC | Asset manager | Mar 28, 2006 | Aug 16, 2011 | no | NEW YORK, NY | Previous registration |
| CREDIT SUISSE SECURITIES (USA) LLC | Former SEC adviser | Sep 9, 2003 | Mar 29, 2006 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AEPG WEALTH STRATEGIES | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Oct 2, 2019 | Oct 1, 2019 | -1 | Firm change | RIA to ibd |
| LEUCADIA ASSET MANAGEMENT LLC | AEPG WEALTH STRATEGIES | Aug 16, 2011 | Mar 6, 2013 | 568 | Firm change after gap | Other |
| CREDIT SUISSE SECURITIES (USA) LLC | LEUCADIA ASSET MANAGEMENT LLC | Mar 29, 2006 | Mar 28, 2006 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109859:116407:NJ:2019-10-02 | Oct 2, 2019 | Oct 1, 2019 | WARREN, NJ | Firm change |