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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED_RES | 2025-08-01 |
Branch Locations
1340 Lincoln Ave, San Jose, CA 95125 • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-07-17 |
| TX | RA | APPROVED | 2013-07-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Jose | CA | 07/2013 | Present |
| Strategic Wealth Advisors Group, Llc | San Jose | CA | 11/2015 | 08/2025 |
| The Wealth Consulting Group | San Jose | CA | 08/2025 | Present |
1. 2/21/2019 - Stonebridge Global Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2019 - 40 Hours Per Month/40 Hours During Securities Trading 2. 08/05/2025 - WCG Wealth Advisors, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start date: 05/09/2025 - 160 Hours Per Month/6.5 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 8/2025. 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. 08/12/2025 - Stonebridge Global Investments - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/01/2025 - 160 hours per month/ 80 hours during trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2025. 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. 4. 08/05/2026 - Retirement Plan Consulting Program/LPL Financial - Investment Related - At Reported Business Location(s) - Start Date 07/31/2026 - 80 Hours Per Month/40 During Trading - Act as a 3(38) and 3(21) Advisor for Retirement Accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-17 |
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