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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | JACKSONVILLE, 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 | Sep 5, 2018 | n/a | yes | JACKSONVILLE, FL|PLYMOUTH, MN | Current employment |
| RETIREMENT STRATEGIES, INC. | Former SEC adviser | Feb 1, 2012 | Oct 1, 2018 | no | JACKSONVILLE, FL | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Oct 6, 2009 | Jan 12, 2012 | no | JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RETIREMENT STRATEGIES, INC. | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Oct 1, 2018 | Sep 5, 2018 | -26 | Firm change | RIA to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RETIREMENT STRATEGIES, INC. | Jan 12, 2012 | Feb 1, 2012 | 20 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134385:116407:FL:2018-10-01 | Oct 1, 2018 | Sep 5, 2018 | JACKSONVILLE, FL | Firm change |