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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-07-14 |
Branch Locations
6800 College Blvd. Suite 320, Overland Park, KS 66211 • 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 | Overland Park | KS | 08/2009 | Present |
| V Wealth Management, Llc | Overland Park | KS | 08/2009 | 12/2023 |
| Wcg Wealth Advisors, Llc | Overland Park | KS | 07/2023 | Present |
1) 04/12/2010 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 2% 2) 08/16/2013 - Metcalf Partners Holdings LLC - Investment Related - Real Estate Rental - Time Spent 0% 3) 03/02/2016 - Metcalf Partners Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/13/2016 - 160 Hours Per Month/ 160 Hours During Trading 4) 7/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date 07/14/2023 - 160 Hours Per Month/160 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 7/2023. 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. 5) 07/14/2023- WCG Wealth Advisors, LLC - DBA: Metcalf Partners Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/14/2023 - 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-07/2023. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-25 |
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