Daniel Douglas Cherra

Current Employers

Employment History

• 07/1999 → Present
  Lpl Financial, Llc
  Overland Park, KS
• 08/2011 → 12/2023
  V Wealth Management Llc
  Overland Park, KS
• 07/2023 → Present
  Wcg Wealth Advisors, Llc
  Overland Parkk, KS

Previous Registrations

• 2011-08-05 → 2023-12-31
  V Wealth Advisors Llc
  Overland Park, KS
  Leawood, KS
  Overland Park, KS
  Overland Park, KS

Other Businesses

1) 12/28/2011: V Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2) 11/08/2021 - V Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/14/2011 - 160 Hours Per Month/100 Hours During Securities Trading. 3) 7/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 07/14/2023 - 150 Hours Per Month/150 Hours During Securities Trading - Time Spent 75% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. I expect to spend approximately 150 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. 4) 07/14/2023 - WCG Wealth Advisors, LLC - DBA: V Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/14/2023- 160 Hours Per Month/80 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 DATE-07/2023. 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) 08/08/2023 - V Wealth Advisors LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date 07/14/2023 - 2 Hours Per Month/ 1 Hour During Trading 6) 08/09/2023 - V Capital Management, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 07/14/2023 - 160 Hours Per Month/ 120 Hours During Trading 7) 08/09/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 07/14/2023 - 5 Hours Per Month/ 5 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-08-19

Designations