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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-12-03 |
| NM | RA | APPROVED | 2014-11-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Albuquerque | NM | 11/2014 | Present |
| Wcg Wealth Advisors, Llc | Albuquerque | NM | 11/2014 | Present |
1. 11/10/2014 - THE WEALTH CONSULTING GROUP/ SALE OF NON-VARIABLE INSURANCE/ 5%/ ALBUQUERQUE, NM 2. 11/10/2014 - THE WEALTH CONSULTING GROUP/ DBA ONLY/ 50%/ ALBUQUERQUE, NM 3. 11/25/2014: REGISTERED INVESTMENT ADVISOR HYBRID - WCG WEALTH ADVISORS, LLC - INVESTMENT RELATED - ALBUQUERQUE, NM. 4. 11/25/2014: REGISTERED INVESTMENT ADVISOR DBA - WCG WEALTH ADVISORS, LLC - DBA: THE WEALTH CONSULTING GROUP - INVESTMENT RELATED - ALBUQUERQUE, NM. 5. 3/20/2017 - WCG NM, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 11/01/2014 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-06 |
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