John Joseph Link

Current Employers

Employment History

• 06/1984 → 03/2019
  Link, Murrel & Company
  Irvine, CA
• 08/2016 → Present
  Lpl Financial, Llc
  Irvine, CA
• 08/2016 → 06/2017
  Level Four Advisory Services
  Irvine, CA
• 06/2017 → Present
  Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group)
  Irvine, CA

Previous Registrations

• 2016-09-30 → 2017-07-13
  Level Four Advisory Services
  Irvine, CA
  Dallas, TX
• 2014-11-25 → 2016-12-08
  Financial Management Network Inc
  Mission Viejo, CA
• 2012-03-29 → 2013-07-10
  Pence Wealth Management, Inc.
  Newport Beach, CA
• 2012-01-24 → 2013-03-06
  Lpl Financial Llc
  Irvine, CA
  Newport Beach, CA
• 2000-10-27 → 2005-01-22
  Lpl Financial Llc
  Newport Beach, CA

Other Businesses

(1) 09/08/2016: Link, Inc - Business Entity For Tax/Investment Purposes Only - Investment Related - 18131 Bardeen 200 Irvine, CA 92612 - Start 08/08/1984 - 160 Hr/Mo; 160 Hour(s) During Securities Trading; 100% Time Spent (2) 3/14/2019 - Redwitz Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/01/2019 - 40 Hours Per Month/40 Hours During Securities Trading. (3) 3/19/2019 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 04/03/2017 - 40 Hours Per Month/40 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 June 2017. I expect to spend approximately 40 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) 3/20/2019 - Redwitz, Inc. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Partner, CPA - Start Date: 08/01/2017 - 240 Hours Per Month/200 Hours During Securities Trading - CPA with Redwitz, Inc. (5) 12/9/2020 - WCG Wealth Advisors, LLC - DBA: Redwitz Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 12/01/2017 - 20 Hours Per Month/2 Hours During Securities Trading - Time Spent 12% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 12/2020. I expect to spend approximately 20 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) The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/06/2023 - 10 Hours Per Month/ 1 Hour During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2012-01-23
• S65 Uniform Investment Adviser Law Examination
  1998-12-02
• S63 Uniform Securities Agent State Law Examination
  1997-12-03

Other Names

• John Joseph Jr Link