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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
TRENT WOODS, 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 | Jul 30, 2024 | n/a | yes | TRENT WOODS, NC|PLYMOUTH, MN | Current employment |
| CHOREO, LLC | Independent wealth | May 8, 2019 | Jul 3, 2024 | no | CHARLOTTE, NC|ROCKFORD, IL | Previous registration |
| QUEENS OAK ADVISORS | Former SEC adviser | Jan 19, 2018 | Apr 11, 2019 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHOREO, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jul 3, 2024 | Jul 30, 2024 | 27 | Firm change | RIA to ibd |
| QUEENS OAK ADVISORS | CHOREO, LLC | Apr 11, 2019 | May 8, 2019 | 27 | Firm change | RIA to RIA |