Timothy Shawn Carlin

Current Employers

Employment History

• 07/2003 → 11/2019
  Edward Jones
  St Louis, MO
• 11/2019 → 12/2023
  V Wealth Management, Llc
  Overland Park, KS
• 07/2003 → 11/2019
  Edward Jones
  Overland Park, KS
• 03/2020 → Present
  Lpl Financial, Llc
  Overland Park, KS
• 07/2023 → Present
  Wcg Wealth Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2019-11-27 → 2023-12-31
  V Wealth Advisors Llc
  Overland Park, KS
• 2006-10-13 → 2019-12-16
  Edward Jones
  Overland Park, KS

Other Businesses

1. 01/06/2021 - V WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ OVERLAND PARK, KS 2. 01/01/2020 - TIM CARLIN LLC/ BUSINESS ENTITY FOR TAX/ INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 0%/ OVERLAND PARK, KS 3. 3/5/2021 - V Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/16/2021 - 150 Hours Per Month/5 Hours During Securities Trading. 4. 3/31/2021 - No Business Name - Not Investment Related - Home Based - Other-Publisher - Start Date: 9/16/2020 - 0 Hours Per Month/0 Hours During Securities Trading - Published autobiography, An Extraordinarily Ordinary Life, Life Lessons by Tim Carlin. 5. 7/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 07/14/2023 - 150 Hours Per Month/150 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 150 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. 7/24/2023 - WCG Wealth Advisor, LLC - DBA: V Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/14/2023 - 150 Hours Per Month/150 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 150 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. 7. 07/28/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 07/19/2023 - 10 Hours Per Month/ 10 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-11
• S63 Uniform Securities Agent State Law Examination
  2003-09-25

Designations

Other Names

• Timothy S Carlin
• Timothy Shawn Carlin
• Tim Shawn Carlin