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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | PITTSFORD, NY
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 | Nov 2, 2021 | n/a | yes | PITTSFORD, NY|PLYMOUTH, MN | Current employment |
| QCI ASSET MANAGEMENT INC | Former SEC adviser | Aug 18, 2021 | Nov 29, 2021 | no | PITTSFORD, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| QCI ASSET MANAGEMENT INC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Nov 29, 2021 | Nov 2, 2021 | -27 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110324:116407:NY:2021-11-29 | Nov 29, 2021 | Nov 2, 2021 | PITTSFORD, NY | Firm change |