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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
DALLAS, TX | 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 | Feb 6, 2025 | n/a | yes | DALLAS, TX|PLYMOUTH, MN | Current employment |
| XO WEALTH MANAGEMENT | Former SEC adviser | Jan 18, 2025 | Feb 14, 2025 | no | DALLAS, TX | Previous registration |
| XO WEALTH MANAGEMENT | Former SEC adviser | Apr 20, 2016 | Dec 31, 2024 | no | DALLAS, TX | Previous registration |
| MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | Independent wealth | Feb 6, 2015 | Feb 29, 2016 | no | DALLAS, TX | Previous registration |
| MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | Independent wealth | Nov 4, 2013 | Dec 31, 2014 | no | DALLAS, TX | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jul 31, 2009 | Oct 7, 2013 | no | PLANO, TX|PLANO, TX | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Dec 6, 2005 | Jul 27, 2009 | no | DALLAS, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 1, 2003 | Nov 18, 2005 | no | PLANO,, TX | Previous registration |
| PRUDENTIAL EQUITY GROUP, LLC | n/a | Aug 21, 2000 | Jul 1, 2003 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| XO WEALTH MANAGEMENT | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Feb 14, 2025 | Feb 6, 2025 | -8 | Firm change | RIA to ibd |
| MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | XO WEALTH MANAGEMENT | Feb 29, 2016 | Apr 20, 2016 | 51 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | Oct 7, 2013 | Nov 4, 2013 | 28 | Firm change | Other |
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jul 27, 2009 | Jul 31, 2009 | 4 | Firm change | Other |
| WELLS FARGO ADVISORS | RAYMOND JAMES & ASSOCIATES, INC. | Nov 18, 2005 | Dec 6, 2005 | 18 | Firm change | Wirehouse to ibd |
| PRUDENTIAL EQUITY GROUP, LLC | WELLS FARGO ADVISORS | Jul 1, 2003 | Jul 1, 2003 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281767:116407:TX:2025-02-14 | Feb 14, 2025 | Feb 6, 2025 | DALLAS, TX | Firm change |