Darrin Michael Conrad

Current Employers

Employment History

• 05/2026 → Present
  The Wealth Consulting Group
  Des Moines, IA
• 06/2016 → Present
  Lpl Financial, Llc
  Demoines, IA
• 07/2026 → Present
  Lpl Financial, Llc
  Des Moines, IA

Previous Registrations

• 2011-07-21 → 2016-06-14
  Wells Fargo Clearing Services, Llc
  Modesto, CA
• 2009-06-01 → 2011-08-04
  Morgan Stanley
  Modesto, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Modesto, CA
• 2006-11-17 → 2007-04-02
  Morgan Stanley Dw Inc.
  Modesto, CA
• 2006-11-06 → 2006-11-27
  Edward Jones
  Oakdale, CA

Other Businesses

1. 3/12/2021 - Pension Point Retirement Advisors, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 03/20/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Business entity for tax purposes. Entity structure is an LLC registered with the state of Iowa. 2. 05/02/2025- The Wealth Consulting Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) -Start Date: 04/28/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 3. 04/09/2026 - Pension Point Retirement Advisors, LLC - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 03/01/2026 - 2 hours per month/ during trading 4. 06/10/2026 - WCG Insurance, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/28/2026 - 160 hours per month/ 140 hours during trading 5. 06/16/2026 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 06/16/2026- 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-06/2026. 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. 06/16/2026 - WCG Wealth Advisors, LLC - DBA: NAME - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 06/16/2026- 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-06/2026. 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. 7. 07/27/2026 - Retirement Plan Consulting Program/LPL Financial - Investment Related - At Reported Business Location(s) - Retirement Planning/ERISA Accounts - Investment Adviser Representative - Start Date: 07/22/2026 - 80 Hours Per Month/40 Hours During Securities Trading - Act at a 3(38) and 3(21) Advisor for Retirement Accounts

Exams

• S66 Uniform Combined State Law Examination
  2001-03-02