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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 | 2014-11-19 |
Branch Locations
7676 Hazard Center Drive Suite 1050, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 11/2014 | Present |
| Wcg Wealth Advisors, Llc | San Diego | CA | 11/2014 | Present |
1. 11/13/2014 - WEALTH CONSULTING GROUP/ NON-VARIABLE INSURANCE/ 10%/ SAN DIEGO, CA 2. 11/13/2014 - BAIR FINANCIAL PLANNING/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ SAN DIEGO, CA 3. 11/26/2014: REGISTERED INVESTMENT ADVISOR DBA - WCG WEALTH ADVISORS, LLC - DBA: BAIR FINANCIAL - INVESTMENT RELATED - SAN DIEGO, CA. 4. 11/26/2014: REGISTERED INVESTMENT ADVISOR HYBRID - WCG WEALTH ADVISORS, LLC - INVESTMENT RELATED - TIME SPENT 100% - SAN DIEGO, CA. 5. 11/26/2014: REGISTERED INVESTMENT ADVISOR DBA - WCG WEALTH ADVISORS, LLC - DBA: THE WEALTH CONSULTING GROUP - INVESTMENT RELATED - SAN DIEGO, CA. 6. 07/06/2023 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/29/2023 - 120 Hours Per Month/ 80 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-21 |
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