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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | UNIONTOWN, PA
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 | Mar 2, 2020 | n/a | yes | PLYMOUTH, MN|UNIONTOWN, PA | Current employment |
| BPU INVESTMENT MANAGEMENT, INC. | Former SEC adviser | Jul 15, 2014 | Mar 6, 2020 | no | UNIONTOWN, PA|PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BPU INVESTMENT MANAGEMENT, INC. | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Mar 6, 2020 | Mar 2, 2020 | -4 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 17058:116407:PA:2020-03-06 | Mar 6, 2020 | Mar 2, 2020 | PITTSBURGH, PA | Firm change |