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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-31 |
| KS | RA | APPROVED | 2025-10-30 |
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 | Overland Park | KS | 12/2010 | Present |
| V Wealth Management, Llc | Overland Park | KS | 12/2010 | 12/2023 |
| Wcg Wealth Advisors, Llc | Overland Park | KS | 07/2023 | Present |
1. 01/29/2013 - Rider Capital LLC - INV REL - Business Entity For Tax/Investment Purposes Only - for accounting purposes only. 2. 07/26/2023 - Alpha Services - Not Investment Related - Home Based - Business Owner - Start Date 06/26/2023 - 5 Hours Per Month/ 0 Hours During Trading 3. 03/08/2012 - V Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 160 Hours Per Month/ 160 Hours During Trading 4. 07/28/2023 - Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Advisor - Start Date 07/14/2023 - 160 Hours Per Month/ 160 Hours During Trading 5. 07/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 07/14/2023 - 160 Hours Per Month/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. 6. 07/14/2023 - WCG Wealth Advisors, LLC - DBA: V 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 | 2009-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-01 |
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