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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | PITTSFORD, NY
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 | Apr 26, 2022 | n/a | yes | PLYMOUTH, MN|PITTSFORD, NY | Current employment |
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | Former SEC adviser | Apr 17, 2013 | Dec 31, 2013 | no | FAIRPORT, NY | Previous registration |
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | Former SEC adviser | Jul 27, 2011 | Feb 22, 2013 | no | FAIRPORT, NY | Previous registration |
| MANNING & NAPIER ADVISORS, LLC | Mixed wealth | Jul 27, 2011 | May 10, 2022 | no | FAIRPORT, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORS, LLC | MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | May 10, 2022 | Apr 17, 2013 | -3,310 | Firm change after gap | Other |
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Dec 31, 2013 | Apr 26, 2022 | 3,038 | Firm change after gap | Other |
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | MANNING & NAPIER ADVISORS, LLC | Feb 22, 2013 | Jul 27, 2011 | -576 | Firm change after gap | Other |