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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2022-01-06 |
Branch Locations
4901 Mcleod Rd Ne Ste D, Albuquerque, NM 87109 • 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 | Albuquerque | NM | 11/2014 | Present |
| Wcg Wealth Advisors, Llc | Albuquerque | NM | 11/2014 | Present |
(1) 11/10/2014: The Wealth Consulting Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 11/10/2014: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start 11/03/2014 - 1% Time Spent - Term, Whole Life (3) 11/26/2014: WCG Wealth Advisors, LLC - Registered Investment Advisor DBA - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Start 11/03/2014 - 100% Time Spent - Admin (4) 11/26/2014: WCG Wealth Advisors, LLC - Registered Investment Advisor Hybrid - Investment Related - 5051 Journal Center Vlvd NE #300 Albuquerque NM 87109 - Start 11/03/2014 - 100% Time Spent - Admin (5) 10/26/2016: JcPenney - Outside/W-2 Employment - Not Investment Related - 10000 Coors Bypass NW, Albuquerque, NM 87114 - Start 10/15/2015 - 40 Hr/Mo; 0 Hour(s) During Securities Trading - Store Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-28 |
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