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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | CHEVY CHASE, MD
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 | Sep 11, 2023 | n/a | yes | PLYMOUTH, MN|CHEVY CHASE, MD | Current employment |
| PERSONAL CAPITAL ADVISORS CORPORATION | Former SEC adviser | Oct 22, 2013 | Nov 24, 2021 | no | DENVER, CO|GREENWOOD VILLAGE, CO|Bethesda, MD | Previous registration |
| CONVERGENT WEALTH ADVISORS, LLC | Former SEC adviser | Apr 26, 2011 | Jul 22, 2013 | no | CALIFORNIA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PERSONAL CAPITAL ADVISORS CORPORATION | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Nov 24, 2021 | Sep 11, 2023 | 656 | Firm change after gap | RIA to RIA |
| CONVERGENT WEALTH ADVISORS, LLC | PERSONAL CAPITAL ADVISORS CORPORATION | Jul 22, 2013 | Oct 22, 2013 | 92 | Firm change | Other |