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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 2, 2024 | n/a | yes | GREENVILLE, SC|PLYMOUTH, MN | Current employment |
| FINTRUST CAPITAL ADVISORS, LLC | Former SEC adviser | Mar 23, 2018 | Oct 15, 2024 | no | Columbia, SC | Previous registration |
| FINTRUST INVESTMENT ADVISORY SERVICES, LLC | Former SEC adviser | Jun 19, 2014 | Mar 28, 2018 | no | COLUMBIA, SC|GREENVILLE, SC | Previous registration |
| PRIMETRUST ADVISORS LLC | Institutional manager | Dec 5, 2007 | Jan 9, 2015 | no | GREENVILLE, SC | Previous registration |
| AMERICAN PENSIONS, INC. | n/a | Mar 29, 2006 | May 23, 2006 | no | COLUMBIA, SC|GREENVILLE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINTRUST CAPITAL ADVISORS, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Oct 15, 2024 | Oct 2, 2024 | -13 | Firm change | RIA to ibd |
| FINTRUST INVESTMENT ADVISORY SERVICES, LLC | FINTRUST CAPITAL ADVISORS, LLC | Mar 28, 2018 | Mar 23, 2018 | -5 | Firm change | Other |
| PRIMETRUST ADVISORS LLC | FINTRUST INVESTMENT ADVISORY SERVICES, LLC | Jan 9, 2015 | Jun 19, 2014 | -204 | Firm change after gap | Other |
| AMERICAN PENSIONS, INC. | PRIMETRUST ADVISORS LLC | May 23, 2006 | Dec 5, 2007 | 561 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145460:116407:SC:2024-10-03 | Oct 15, 2024 | Oct 2, 2024 | COLUMBIA, SC | Firm change |
| 139887:145460:SC:2018-03-28 | Mar 28, 2018 | Mar 23, 2018 | GREENVILLE, SC | Firm change |