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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED_RES | 2020-01-08 |
Branch Locations
7676 Hazard Center Drive Suite 1050, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 01/2015 | Present |
| The Wealth Consulting Group | San Diego | CA | 12/2014 | Present |
1) 01/29/2015 - THE WEALTH CONSULTING GROUP -DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 100% - SAN DIEGO, CA 2) 03/03/2015: WCG WEALTH ADVISORS,LLC - INV REL - 8925 WEST POST ROAD SECOND FLOOR LAS VEGAS NV 89148 - REGISTERED INVESTMENT ADVISOR HYBRID - START 12/15/2014 - 100% OF TIME SPENT 3) 03/03/2015: WCG WEALTH ADVISORS, LLC - INV REL - 7676 HAZARD CENTER DR SUITE 1050 SAN DIEGO CA 92108 - REGISTERED INVESTMENT ADVISOR DBA: THE WEALTH CONSULTING GROUP - START 12/15/2014 - 100% OF TIME SPENT. 4) 1/21/2021 - Click2Bind Insurance Services, Inc. - Investment Related - 5205 Kearny Villa Way Suite 102, San Diego Ca 92123 - Non-Variable Insurance - Broker - Started 08/15/2016 - 40 Hours Per Month During Securities Trading - Health, life, dental, visions, LTC, P&C.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-21 |
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