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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LOS ANGELES, CA | 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 1, 2021 | n/a | yes | PLYMOUTH, MN|LOS ANGELES, CA | Current employment |
| OAKWOOD CAPITAL MANAGEMENT LLC | Former SEC adviser | Mar 25, 1998 | Jul 9, 2021 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OAKWOOD CAPITAL MANAGEMENT LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jul 9, 2021 | Jul 1, 2021 | -8 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108080:116407:CA:2021-07-09 | Jul 9, 2021 | Jul 1, 2021 | LOS ANGELES, CA | Firm change |