David Peter Rainey

Current Employers

Employment History

• 11/2013 → 11/2017
  Waddell & Reed, Inc
  Leawood, KS
• 11/2013 → 11/2017
  Various Insurance Carriers For W & R Insurance Agencies
  Parkville, MO
• 06/2014 → 01/2017
  Christmas In October
  Kansas City, MO
• 11/2017 → Present
  Lpl Financial, Llc
  Overland Park, KS
• 11/2017 → 12/2023
  V Wealth Advisors Llc
  Overland Park, KS
• 07/2023 → Present
  Wcg Wealth Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2017-11-15 → 2023-12-31
  V Wealth Advisors Llc
  Overland Park, KS
• 2013-11-15 → 2017-11-20
  Waddell & Reed
  Shawnee, KS
  Kansas City, MO
  Edmond, OK
• 2009-06-01 → 2013-11-26
  Morgan Stanley
  Kansas City, MO
  Kansas City, MO
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Kansas City, MO
• 2004-08-26 → 2007-04-02
  Morgan Stanley Dw Inc.
  Kansas City, MO
  Kansas City, MO

Other Businesses

1. 11/15/17 - V WEALTH MANAGEMENT, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 30%/ OVERLAND PARK, KS 2. 5/30/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:05/29/2018 - 1 Hour(s) Per Month/1 Hour(s) During Trading. 3. 10/22/2019 - David Rainey Management - Investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:09/17/2019 - 200 hrs/mo - 160 hrs during trading. 4. 7/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 07/14/2023 - 40 Hours Per Month/32 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 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. 5. 07/14/2023 - WCG Wealth Advisors, LLC - DBA: V Wealth - 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.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-20

Other Names

• David P. Rainey
• David P Rainey
• Dave Rainey