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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | SARASOTA, FL
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 | Jun 21, 2024 | n/a | yes | PLYMOUTH, MN|SARASOTA, FL | Current employment |
| ATLAS FIDUCIARY FINANCIAL, LLC | Former SEC adviser | Sep 2, 2020 | Jun 18, 2024 | no | Sarasota, FL | Previous registration |
| STONEGATE WEALTH MANAGEMENT, LLC | Former SEC adviser | May 24, 2012 | Aug 17, 2020 | no | CARY, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ATLAS FIDUCIARY FINANCIAL, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jun 18, 2024 | Jun 21, 2024 | 3 | Firm change | RIA to RIA |
| STONEGATE WEALTH MANAGEMENT, LLC | ATLAS FIDUCIARY FINANCIAL, LLC | Aug 17, 2020 | Sep 2, 2020 | 16 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 307310:116407:FL:2024-06-18 | Jun 18, 2024 | Jun 21, 2024 | SARASOTA, FL | Firm change |
| 121412:307310:NC:2020-08-17 | Aug 17, 2020 | Sep 2, 2020 | CARY, NC | Firm change |