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5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-04-10 |
Branch Locations
5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank Real Estate Capital | Overland Park | KS | 07/2013 | 06/2021 |
| Fiser Group | Lenexa | KS | 06/2021 | 04/2023 |
| Cetera Advisors | St Cloud | MN | 06/2021 | 07/2022 |
| Cetera Advisors | St Cloud | MN | 07/2022 | 04/2023 |
| Lpl Financial Llc | Overland Park | KS | 04/2023 | Present |
| Pcg Wealth Advisors, Llc (Dba Pcg Wealth Management) | Overland Park | KS | 04/2023 | Present |
1) 04/2023 - PCG Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2023 2) 4/11/2023 - PCG WEALTH ADVISORS, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 04/10/2023 - 0 Hours Per Month/0 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through PCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 4/2023. I expect to spend approximately 0 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 3) 4/11/2023 - PCG Wealth Advisors, LLC - DBA: PCG Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 04/10/2023 - 0 Hours Per Month/0 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through PCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 4/2023. I expect to spend approximately 0 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-03 |
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