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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 | 2018-07-16 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Palm Desert, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-04 |
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