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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
MONROE, NC | 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 | Jan 21, 2025 | n/a | yes | PLYMOUTH, MN|MONROE, NC | Current employment |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | Former SEC adviser | Feb 17, 2022 | Feb 5, 2025 | no | SCOTTSDALE, AZ|Monroe, NC | Previous registration |
| GLADSTONE WEALTH PARTNERS | Bd affiliated wealth | Sep 23, 2020 | Jan 28, 2022 | no | PALM BEACH GARDENS, FL|Fort Mill, SC | Previous registration |
| WADDELL & REED | Former SEC adviser | Nov 5, 2002 | Nov 27, 2002 | no | SACRAMENTO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Feb 5, 2025 | Jan 21, 2025 | -15 | Firm change | RIA to ibd |
| GLADSTONE WEALTH PARTNERS | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | Jan 28, 2022 | Feb 17, 2022 | 20 | Firm change | RIA to RIA |
| WADDELL & REED | GLADSTONE WEALTH PARTNERS | Nov 27, 2002 | Sep 23, 2020 | 6,510 | Firm change after gap | Other |