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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
BOWLING GREEN, KY | 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 3, 2024 | n/a | yes | PLYMOUTH, MN|BOWLING GREEN, KY | Current employment |
| LANDMARK FINANCIAL ADVISORS, LLC | Former SEC adviser | Apr 27, 2005 | Jan 10, 2024 | no | BOWLING GREEN, KY|BOWLING GREEN, KY | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Mar 22, 2004 | Apr 27, 2005 | no | BOWLING GREEN, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LANDMARK FINANCIAL ADVISORS, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jan 10, 2024 | Jan 3, 2024 | -7 | Firm change | RIA to RIA |
| MORGAN KEEGAN & COMPANY, LLC | LANDMARK FINANCIAL ADVISORS, LLC | Apr 27, 2005 | Apr 27, 2005 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 129435:116407:KY:2024-01-10 | Jan 10, 2024 | Jan 3, 2024 | BOWLING GREEN, KY | Firm change |