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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CLACKAMAS, OR | PLYMOUTH, MN | SALEM, OR
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 | Nov 1, 2024 | n/a | yes | SALEM, OR|PLYMOUTH, MN|CLACKAMAS, OR | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | May 2, 2025 | Jul 2, 2025 | no | FORT MILL, SC|CLACKAMAS, OR|SALEM, OR | Previous registration |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | Former SEC adviser | Apr 4, 2016 | Nov 1, 2024 | no | Clackamas, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | n/a | Jul 2, 2025 | n/a | n/a | Departure no registered destination | Departure |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Nov 1, 2024 | Nov 1, 2024 | 0 | Firm change | RIA to ibd |