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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RALEIGH, NC | 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 | Jul 1, 2026 | n/a | yes | PLYMOUTH, MN|RALEIGH, NC | Current employment |
| WEALTHSHIELD PARTNERS, LLC | Independent wealth | Oct 5, 2018 | Jul 1, 2026 | no | Raleigh, NC | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jun 10, 2016 | Oct 8, 2018 | no | Raleigh, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSHIELD PARTNERS, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jul 1, 2026 | Jul 1, 2026 | 0 | Firm change | RIA to ibd |
| MML INVESTORS SERVICES, LLC | WEALTHSHIELD PARTNERS, LLC | Oct 8, 2018 | Oct 5, 2018 | -3 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169584:116407:NC:2026-07-01 | Jul 1, 2026 | Jul 1, 2026 | RALEIGH, NC | Firm change |