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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PITTSBURGH, PA | PLYMOUTH, MN
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 | Mar 3, 2020 | n/a | yes | PLYMOUTH, MN|PITTSBURGH, PA | Current employment |
| BPU INVESTMENT MANAGEMENT, INC. | Former SEC adviser | Nov 13, 2019 | Mar 6, 2020 | no | PITTSBURGH, PA|PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 26, 2010 | Apr 13, 2011 | no | HERMITAGE, PA | Previous registration |
| FNB WEALTH MANAGEMENT | Former SEC adviser | Jun 8, 2010 | Jul 26, 2010 | no | HERMITAGE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BPU INVESTMENT MANAGEMENT, INC. | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Mar 6, 2020 | Mar 3, 2020 | -3 | Firm change | RIA to ibd |
| LPL FINANCIAL LLC | BPU INVESTMENT MANAGEMENT, INC. | Apr 13, 2011 | Nov 13, 2019 | 3,136 | Firm change after gap | Other |
| FNB WEALTH MANAGEMENT | LPL FINANCIAL LLC | Jul 26, 2010 | Jul 26, 2010 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 17058:116407:PA:2020-03-06 | Mar 6, 2020 | Mar 3, 2020 | PITTSBURGH, PA | Firm change |