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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-01 |
Branch Locations
San Tan Valley, AZ • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Ramon | CA | 02/2009 | Present |
| Advantage Wealth Advisors | San Tan Valley | AZ | 06/2017 | 04/2022 |
| Lpl Financial Llc | San Diego | CA | 01/2009 | Present |
| Wcg Wealth Advisors, Llc | San Tan Valley | AZ | 06/2026 | Present |
1. 08/12/2010 - Crow Canyon Investment and Financial Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100% 2. 07/01/2026 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 07/01/2026 - 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-07/2026. 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. 3. 07/01/2026 - WCG Wealth Advisors, LLC - DBA: Crow Canyon Investment and Financial Planning- Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/01/2026- 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-07/2026. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-01-21 |
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