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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-06-24 |
| KS | RA | APPROVED | 2023-07-17 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
2510 Grand Blvd., Ste. 705, Kansas City, MO 64108-2626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buttonwood Financial Group, Llc | Kansas City | MO | 10/2013 | 09/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2013 | 09/2018 |
| V Wealth Advisors Llc D/B/A Market Cycle Financial, Llc | Overland Park | KS | 11/2018 | 12/2023 |
| Wcg Wealth Advisors, Llc | Kansas City | MO | 07/2023 | Present |
1. 7/14/2023 - Royal Danish Consulate - DBA: Danish Consulate in Kansas City Missouri - Not Investment Related. 2510 Grand Blvd., Suite 705, Kansas City, MO 64108. Honorary Consul of Denmark for KS & MO - Started 04/06/2021 - 32 Hrs/Mo; 0 During Trading Hours. Honorary Consults assist the Danish Embassy's and Consulates General in New York, Chicago, Houston, and Silicon Valley in consular, commercial, and cultural matters. 2. 7/14/2023 - WCG Wealth Advisors, LLC - DBA: Market Cycle Financial, LLC - 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 July 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. 3. 7/14/2023 - Market Cycle Financial, LLC - Investment Related - At Reported Business Location(s) - Life, Health and Variable Contracts - Insurance Agent - Owner - Start Date: 11/01/2018 - 10 Hrs/Mo; 10 During Trading Hours - Provide insurance products for clients through the Financial Planning Process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-24 |
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