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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | DENVER, CO | AURORA, CO
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 | Jul 5, 2023 | n/a | yes | DENVER, CO|PLYMOUTH, MN|AURORA, CO | Current employment |
| RYAN FINANCIAL INC. | Former SEC adviser | Apr 22, 2015 | Jul 10, 2023 | no | DENVER, CO | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 29, 2012 | Oct 8, 2020 | no | DENVER, CO|AURORA, CO | Previous registration |
| EDWARD JONES | National bd RIA | Jan 22, 2008 | Jan 23, 2012 | no | LITTLETON, CO|DENVER, CO|ST LOUIS, MO|TEMPE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RYAN FINANCIAL INC. | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jul 10, 2023 | Jul 5, 2023 | -5 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | RYAN FINANCIAL INC. | Oct 8, 2020 | Apr 22, 2015 | -1,996 | Firm change after gap | Other |
| EDWARD JONES | LPL FINANCIAL LLC | Jan 23, 2012 | Feb 29, 2012 | 37 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 174382:116407:CO:2023-07-10 | Jul 10, 2023 | Jul 5, 2023 | DENVER, CO | Firm change |
| 6413:174382:CO:2020-10-06 | Oct 8, 2020 | Apr 22, 2015 | AURORA, CO | Firm change after gap |