DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CLEVELAND, OH | 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 | May 16, 2025 | n/a | yes | CLEVELAND, OH|PLYMOUTH, MN | Current employment |
| MARCUM WEALTH, LLC | Former SEC adviser | Mar 24, 2019 | May 19, 2025 | no | CLEVELAND, OH | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Aug 3, 2012 | Feb 21, 2019 | no | MENTOR, OH|OVERLAND PARK, KS|SOLON, OH|CHILLICOTHE, OH|LYNDHURST, OH | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Mar 31, 2011 | Aug 2, 2012 | no | SOLON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARCUM WEALTH, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | May 19, 2025 | May 16, 2025 | -3 | Bulk transfer | RIA to ibd |
| CETERA ADVISORS LLC | MARCUM WEALTH, LLC | Feb 21, 2019 | Mar 24, 2019 | 31 | Firm change | Ibd to RIA |
| CETERA ADVISOR NETWORKS LLC | CETERA ADVISORS LLC | Aug 2, 2012 | Aug 3, 2012 | 1 | Channel change | Other |