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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 | 2014-11-17 |
Branch Locations
8925 West Post Road Suite 200, Las Vegas, NV 89148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Las Vegas | NV | 11/2014 | Present |
| Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group) | Las Vegas | NV | 11/2014 | Present |
1. 11/12/2014 - THE WEALTH CONSULTING GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ LAS VEGAS, NV 2. 11/12/2014 - THE WEALTH CONSULTING GROUP/ NON-VARIABLE INSURANCE/ 10%/ LAS VEGAS, NV 3. 11/26/2014: REGISTERED INVESTMENT ADVISOR HYBRID - WCG WEALTH ADVISORS, LLC - INVESTMENT RELATED - LAS VEGAS, NV. 4. 11/26/2014: REGISTERED INVESTMENT ADVISOR DBA - WCG WEALTH ADVISORS, LLC - DBA: THE WEALTH CONSULTING GROUP - INVESTMENT RELATED - LAS VEGAS, NV. 5. 7/22/2019 - We Plan LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 06/04/2018 - 1 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-29 |
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