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.

Current firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 11, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63|S65

First exam

Apr 11, 1994

First registration

Feb 26, 2025

Dual registered

yes, broker-dealer

Other names

DAVID LINSCOTT LUCIER

IAPD individual key

2468874

• Occurred

  Mar 3, 2025
  Advisor changed firm

  David Lucier left Shelton Capital Management for Wealth Enhancement Advisory Services, Llc (registered 2025-03-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cf34636a-689e-43d4-69b7-f0be59e33be4

First observed

Feb 26, 2025

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.