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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_RES | 2025-01-07 |
| CA | RA | APPROVED | 2017-11-29 |
Branch Locations
36951 Cook St, Suite 101, Palm Desert, CA 92211 • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
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 |
|---|---|---|---|---|
| World Equity Group | Palm Desert | CA | 06/2010 | 11/2017 |
| Lpl Financial, Llc | Palm Desert | CA | 11/2017 | Present |
| Wcg Wealth Advisors, Llc | Palm Desert | CA | 11/2017 | Present |
1. 11/28/2017 - THE WEALTH CONSULTING GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ Palm Desert, CA 2. 11/28/2017 - MICHELE BRIGMAN-PEMBERTON/ NON-VARIABLE INSURANCE/ 2%/ Palm Desert, CA 3. 11/28/2017 - AOK PARTNERS/ BUSINESS OWNER/ 0%/ INDIAN WELLS, CA 4. 12/5/2017 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/23/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in Dec 2017. 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. 5. 12/5/2017 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/23/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in Dec 2017. 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. 6. 6/4/2018 - WCGRM - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:04/17/2018 - 40 Hour(s) Per Month/20 Hour(s) During Trading. 7. 09/11/2023 - Real Estate Rental - Palm Desert, CA - Investment Related - Start Date 01/01/2023 - 1 Hour Per Month/ 0 Hours During Trading 8. 03/11/2026 - Mavstar LLC - Real Estate Rental - Investment Related - Palm Desert, CA - Start Date 12/15/2025 - 1 hour per month/ 0 hours during trading 9. 03/11/2026 - Mavstar Vacations LLC - Real Estate Rental - Investment Related - Indian Wells, CA - Start Date 12/31/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-01 |
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