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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | BEDFORD, NY
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 | Oct 29, 2024 | n/a | yes | BEDFORD, NY|PLYMOUTH, MN | Current employment |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC | Independent wealth | Sep 19, 2023 | Apr 11, 2025 | no | NEW YORK, NY | Previous registration |
| FISHER INVESTMENTS | Independent wealth | May 22, 2014 | Aug 22, 2023 | no | SAN MATEO, CA|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WILLIAMS JONES WEALTH MANAGEMENT, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Apr 11, 2025 | Oct 29, 2024 | -164 | Firm change after gap | RIA to ibd |
| FISHER INVESTMENTS | WILLIAMS JONES WEALTH MANAGEMENT, LLC | Aug 22, 2023 | Sep 19, 2023 | 28 | Firm change | RIA to RIA |