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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
BURLINGTON, MA | 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 | Sep 19, 2022 | n/a | yes | BURLINGTON, MA|PLYMOUTH, MN | Current employment |
| PINNACLE PRIVATE WEALTH, LLC | Former SEC adviser | May 31, 2018 | Sep 22, 2022 | no | BURLINGTON, MA | Previous registration |
| RPG FAMILY WEALTH ADVISORY, LLC | Independent wealth | Feb 21, 2012 | Jun 6, 2018 | no | BURLINGTON, MA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jun 21, 2010 | Feb 27, 2012 | no | BOSTON, MA|BOSTON, MA|WELLESLEY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PINNACLE PRIVATE WEALTH, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Sep 22, 2022 | Sep 19, 2022 | -3 | Firm change | RIA to ibd |
| RPG FAMILY WEALTH ADVISORY, LLC | PINNACLE PRIVATE WEALTH, LLC | Jun 6, 2018 | May 31, 2018 | -6 | Firm change | RIA to RIA |
| UBS FINANCIAL SERVICES INC. | RPG FAMILY WEALTH ADVISORY, LLC | Feb 27, 2012 | Feb 21, 2012 | -6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170315:116407:MA:2022-09-22 | Sep 22, 2022 | Sep 19, 2022 | BURLINGTON, MA | Firm change |
| 158528:170315:MA:2018-06-06 | Jun 6, 2018 | May 31, 2018 | BURLINGTON, MA | Firm change |