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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-14 |
| CA | RA | APPROVED | 2018-07-18 |
Branch Locations
7676 Hazard Center Drive Suite 1050, San Diego, CA 92108 • 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 |
|---|---|---|---|---|
| North Island Credit Union | La Mesa | CA | 08/2016 | 07/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2016 | 07/2018 |
| Lpl Financial | San Diego | CA | 07/2018 | 11/2025 |
| Wcg Wealth Advisors, Llc | San Diego | CA | 07/2018 | Present |
1. 4/9/2019:WCG Wealth Advisors, LLC--DBA: Fides Wealth Strategies Group--InvestRel--AtReptBusLoc(s)--RIA/DBA--IAR--Started 04/03/2019--160Hours/Month;80HoursDuringSecuritiesTrading--I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in April 2019. 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. 2. 4/9/2019:WCG Wealth Advisors, LLC--DBA: The Wealth Consulting Group--InvestRel--AtReptBusLoc(s)--RIA/DBA--IAR--Started 04/03/2019--160Hours/Month;80HoursDuringSecuritiesTrading--I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in April 2019. 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. 4/24/2019:No Business Name--InvestRel--AtReptBusLoc(s)--Non-Variable Insurance--Started 04/03/2019--10Hours/Month;5Hours/Month During Securities Trading. 4. 12/10/2025: Morgan W. Davis and Carol Ann Donahue Family Trust - Investment-Related - El Cajon, CA - Rental Property - Volunteer - Started 11/18/2022 - 0 Hours/Month;0 Hours/Month During Securities Trading - Trustee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-01 |
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