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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | GREENVILLE, SC
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 1, 2024 | n/a | yes | GREENVILLE, SC|PLYMOUTH, MN|GREENVILLE, SC | Current employment |
| FINTRUST CAPITAL ADVISORS, LLC | Former SEC adviser | Jul 15, 2020 | Oct 15, 2024 | no | Charlotte, NC|GREENVILLE, SC|Greenville, SC | Previous registration |
| GREERWALKER WEALTH LLC | Former SEC adviser | May 22, 2013 | Apr 13, 2020 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINTRUST CAPITAL ADVISORS, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Oct 15, 2024 | Oct 1, 2024 | -14 | Firm change | RIA to ibd |
| GREERWALKER WEALTH LLC | FINTRUST CAPITAL ADVISORS, LLC | Apr 13, 2020 | Jul 15, 2020 | 93 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145460:116407:SC:2024-10-03 | Oct 15, 2024 | Oct 1, 2024 | GREENVILLE, SC | Firm change |