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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
VIENNA, VA | 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 3, 2025 | n/a | yes | VIENNA, VA|PLYMOUTH, MN | Current employment |
| NATIONWIDE INVESTMENT ADVISORS, LLC | Bd affiliated wealth | Nov 20, 2020 | Jan 27, 2025 | no | COLUMBUS, OH | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 13, 2017 | Sep 24, 2018 | no | ARLINGTON, VA|Washington, DC|CHICAGO, IL|McLean, VA|WASHINGTON, DC|Gloucester, VA|ARLINGTON, VA | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 24, 2015 | May 10, 2016 | no | Fairfax, VA | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Jan 22, 2013 | Oct 30, 2014 | no | VIENNA, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Apr 29, 2008 | Nov 19, 2012 | no | MCLEAN, VA|COLUMBIA, MD|ARLINGTON, VA|POTOMAC, MD|ARLINGTON, VA|BETHESDA, MD|WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NATIONWIDE INVESTMENT ADVISORS, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jan 27, 2025 | Feb 3, 2025 | 7 | Firm change | Ibd to ibd |
| CITIGROUP GLOBAL MARKETS INC. | NATIONWIDE INVESTMENT ADVISORS, LLC | Sep 24, 2018 | Nov 20, 2020 | 788 | Firm change after gap | Ibd to ibd |
| MML INVESTORS SERVICES, LLC | CITIGROUP GLOBAL MARKETS INC. | May 10, 2016 | Mar 13, 2017 | 307 | Firm change | Other |
| EAGLE STRATEGIES LLC | MML INVESTORS SERVICES, LLC | Oct 30, 2014 | Mar 24, 2015 | 145 | Firm change | Other |
| WELLS FARGO ADVISORS | EAGLE STRATEGIES LLC | Nov 19, 2012 | Jan 22, 2013 | 64 | Firm change | Other |