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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-07-10 |
Branch Locations
41990 Cook Street Suite J-901, Palm Desert, CA 92211 • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
777 Tahquitz Canyon Way, Suite 200-159, Palm Springs, CA 92262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Palm Desert | CA | 11/2015 | 11/2017 |
| Lpl Financial Llc | Palm Desert | CA | 11/2017 | 02/2019 |
| Wcg Wealth Advisors, Llc | Palm Desert | CA | 07/2018 | Present |
1. 7/11/2018 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 06/08/2018 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in July 2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-15 |
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