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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-21 |
| MT | RA | APPROVED | 2025-01-17 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stockman Wealth Management | Billings | MT | 06/2016 | 12/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 01/2022 | 01/2023 |
| Allied Investment Advisors Llc | Billings | MT | 01/2023 | 12/2024 |
| The Wealth Consulting Group | Las Vegas | NV | 12/2024 | Present |
| Lpl Financial Llc | Las Vegas | NV | 01/2025 | Present |
1) 01/2025 - THE WEALTH CONSULTING GROUP / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 01/14/2025- WCG WEALTH ADVISORS, LLC- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 12/10/2024- 160 Hours Per Month- 8 Hours During Trading- I provide administrative support to WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2025. 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. 3) 01/14/2025- WCG WEALTH ADVISORS LLC- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 12/10/2024- 160 Hours Per Month- 8 Hours During Trading- I provide administrative support to WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2025. 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-07 |
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