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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-25 |
| CA | RA | APPROVED | 2014-11-26 |
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 | 11/2014 | Present |
| Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group) | San Diego | CA | 11/2014 | Present |
1. 11/25/2014 - THE WEALTH CONSULTING GROUP/ NON-VARIABLE INSURANCE/ 100%/ SAN DIEGO, CA 2. 11/25/2014 - THE WEALTH CONSULTING GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 100%/ SAN DIEGO, CA 3. 12/08/2014 - WCG WEALTH ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR - THE WEALTH CONSULTING GROUP - SAN DIEGO, CA 4. 12/08/2014 - WCG WEALTH ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR DBA - THE WEALTH CONSULTING GROUP - SAN DIEGO, CA. 5. 3/20/2017 - WCG SD, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/02/2015 - 1 Hour Per Month During Securities Trading. 6. 6/25/2020 - Zimmskli LLC - Investment Related - Coachella, CA 92236 - Real Estate Rental - Started 04/01/2020 - 5 Hours Per Month/0 Hours During Securities Trading - Bought a property to use as a short term rental in Coachella, CA. 7. 6/29/2020 - Michael Woitkoski Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2020 - 160 Hours Per Month During Securities Trading. 8. 3/31/2021 - Legal Shield - Not Investment Related - Home Based - Other-Legal Shiled - Start Date: 04/01/2021 - 8 Hours Per Month/0 Hours During Securities Trading - Offering access to the Legal Shileld app, which would allow purchasers to have 24/7 access to a lawyer for any of their legal needs. 9. 08/18/2022 - Bayview Beach LLC - Investment Related - Pittsfield MA 01201 - Real Estate Rental - Start Date - 08/26/2022 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-06 |
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