DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | CLAYTON, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 1, 2021 | n/a | yes | PLYMOUTH, MN|CLAYTON, MO | Current employment |
| NORTH AMERICAN MANAGEMENT CORP | Former SEC adviser | Sep 24, 2013 | Apr 14, 2021 | no | BOSTON, MA | Previous registration |
| BUSH O'DONNELL INVESTMENT ADVISORS, INC | Former SEC adviser | Sep 10, 1996 | Sep 27, 2013 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTH AMERICAN MANAGEMENT CORP | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Apr 14, 2021 | Apr 1, 2021 | -13 | Firm change | RIA to ibd |
| BUSH O'DONNELL INVESTMENT ADVISORS, INC | NORTH AMERICAN MANAGEMENT CORP | Sep 27, 2013 | Sep 24, 2013 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104825:116407:MA:2021-04-14 | Apr 14, 2021 | Apr 1, 2021 | BOSTON, MA | Firm change |