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Current Employers
The Wealth Consulting Group

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-07-16
  • CA RA
    APPROVED
    Since 2018-07-16

Branch Locations

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Palm Desert, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clairol Inc. Stamford CT 01/1968 Present
Bob Melino Income Tax Service Higganum CT 01/1973 Present
Rdm Associates N. Branford CT 01/1985 Present
National Planning Corporation N. Branford CT 07/1999 11/2017
Lpl Financial Llc Palm Desert CA 11/2017 10/2023
Wcg Wealth Advisors, Llc Palm Desert CA 07/2018 Present
  • 01/1968 → Present
    Clairol Inc.
    Stamford, CT
  • 01/1973 → Present
    Bob Melino Income Tax Service
    Higganum, CT
  • 01/1985 → Present
    Rdm Associates
    N. Branford, CT
  • 07/1999 → 11/2017
    National Planning Corporation
    N. Branford, CT
  • 11/2017 → 10/2023
    Palm Desert, CA
  • 07/2018 → Present
    Wcg Wealth Advisors, Llc
    Palm Desert, CA
Previous Registrations
  • 2017-11-29 → 2020-10-07
    Palm Desert, CA
    Palm Desert, CA
  • 2006-02-07 → 2017-12-06
    National Planning Corporation
    Palm Desert, CA
    Los Angeles, CA
Other Businesses

1. 11/29/2017 - ITALIAN HERITAGE CLUB - Not Investment Related - At Reported Business Location(s) - Social Club - Treasurer - Start Date 1/1/2009 - 3 Hours Per Month/0 Hours During Securities Trading - Deposit Income and pay expenses. 2. 7/17/2018 - WCG Wealth Advisors, LLC - DBA: RDM ASSOCIATES - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/16/2018 - 25 Hours Per Month/20 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 07/2018. I expect to spend approximately 25 hours per month on this activity. Please see the advisory firms 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. 3. 9/21/2018 - RDM ASSOCIATES - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Start Date: 07/01/1972 - 5 Hours Per Month/0 Hours During Securities Trading - Income Tax Services.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-01-04
  • S63 Uniform Securities Agent State Law Examination
    1996-01-04
Designations
Other Names
  • Robert D M

View on SEC IAPD

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