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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
BRADENTON, FL | 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 | Apr 5, 2022 | n/a | yes | PLYMOUTH, MN|BRADENTON, FL | Current employment |
| INTEGRA CAPITAL ADVISORS | Former SEC adviser | Jan 2, 2018 | Apr 5, 2022 | no | Jacksonville, FL|BRADENTON, FL | Previous registration |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | Former SEC adviser | Jan 17, 2013 | Dec 31, 2017 | no | BOCA RATON, FL | Previous registration |
| KEEL FINANCIAL SERVICES | n/a | Sep 20, 2007 | Oct 31, 2008 | no | JACKSONVILLE, FL | Previous registration |
| TLG ADVISORS, INC. | Bd affiliated wealth | Sep 4, 2007 | Jan 3, 2011 | no | JACKSONVILLE, FL|SUMMIT, NJ | Previous registration |
| FINANCIAL RESOURCE ALLIANCE | n/a | Jul 19, 2006 | Dec 6, 2007 | no | JACKSONVILLE, FL | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Sep 29, 1999 | Jan 31, 2006 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTEGRA CAPITAL ADVISORS | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Apr 5, 2022 | Apr 5, 2022 | 0 | Firm change | RIA to ibd |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | INTEGRA CAPITAL ADVISORS | Dec 31, 2017 | Jan 2, 2018 | 2 | Firm change | Other |
| TLG ADVISORS, INC. | KEEL FINANCIAL SERVICES | Jan 3, 2011 | Sep 20, 2007 | -1,201 | Firm change after gap | Other |
| KEEL FINANCIAL SERVICES | INDEPENDENT PORTFOLIO CONSULTANTS, INC. | Oct 31, 2008 | Jan 17, 2013 | 1,539 | Firm change after gap | Other |
| FINANCIAL RESOURCE ALLIANCE | TLG ADVISORS, INC. | Dec 6, 2007 | Sep 4, 2007 | -93 | Firm change after gap | Other |
| HORNOR, TOWNSEND & KENT, LLC | FINANCIAL RESOURCE ALLIANCE | Jan 31, 2006 | Jul 19, 2006 | 169 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108976:116407:FL:2022-04-05 | Apr 5, 2022 | Apr 5, 2022 | BRADENTON, FL | Firm change |