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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | HARTFORD, CT
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 | May 16, 2025 | n/a | yes | HARTFORD, CT|PLYMOUTH, MN | Current employment |
| MARCUM WEALTH, LLC | Former SEC adviser | Sep 22, 2020 | May 19, 2025 | no | CLEVELAND, OH|Hartford, CT | Previous registration |
| FILOMENO WEALTH MANAGEMENT, LLC | Former SEC adviser | Jun 12, 2013 | Oct 2, 2020 | no | WEST HARTFORD, CT|west haven, CT | Previous registration |
| OSAIC FS, INC. | Former SEC adviser | Aug 7, 2002 | Feb 11, 2005 | no | WEST HARTFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARCUM WEALTH, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | May 19, 2025 | May 16, 2025 | -3 | Bulk transfer | RIA to ibd |
| FILOMENO WEALTH MANAGEMENT, LLC | MARCUM WEALTH, LLC | Oct 2, 2020 | Sep 22, 2020 | -10 | Firm change | Other |
| OSAIC FS, INC. | FILOMENO WEALTH MANAGEMENT, LLC | Feb 11, 2005 | Jun 12, 2013 | 3,043 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145450:134628:CT:2020-10-02 | Oct 2, 2020 | Sep 22, 2020 | WEST HAVEN, CT | Firm change |