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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2018-12-07 |
| TX | RA | APPROVED | 2018-11-30 |
Branch Locations
8925 W Post Road Suite 200, Las Vegas, NV 89148 • 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 | Las Vegas | NV | 07/2011 | Present |
| Independent Financial Partners | Las Vegas | NV | 09/2012 | 11/2018 |
| Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group) | Las Vegas | NV | 11/2018 | Present |
1. 11/6/2014 - BRIANNE SOSCIA INC. - Investment Related - At Reported Business Location(s) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - Started 11/04/2014 - 0 Hours Per Month. 2. 11/1/2018 - Financial Yogi - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/01/2018 - 0 Hours Per Month. 3. 12/4/2018 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/30/2018 - 100 Hours Per Month/4 Hours During Securities Trading. 4. 12/11/2018 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/30/2018 - 100 Hours Per Month/4 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 Dec 2018. I expect to spend approximately 100 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. 5. 12/11/2018 - WCG Wealth Advisors, LLC - DBA: Financial Yogi - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 11/30/2018 - 100 Hours Per Month/4 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 Dec 2018. I expect to spend approximately 100 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. 12/11/2018 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 11/30/2018 - 100 Hours Per Month/4 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 Dec 2018. 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. 7. 02/26/2025 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 03/03/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-30 |
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