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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-20 |
Branch Locations
7400 W 130Th St., Ste 150, Overland Park, KS 66213 • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-19 |
| KS | RA | APPROVED | 2023-07-14 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
6800 College Blvd. Suite 320, Overland Park, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Overland Park | KS | 11/2011 | Present |
| V Wealth Management, Llc | Overland Park | KS | 12/2011 | 12/2023 |
| Wcg Wealth Advisors, Llc | Overland Park | KS | 07/2023 | Present |
1.11/25/2011; OP Properties, LLC; Real Estate Rental; Investment Related; ; Start Date ; hrs/mth; hrs during trading 2.12/28/2011; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Jebtha C Graham Wealth Management LLC; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.07/18/2013; Jebtha C Graham Wealth Management, LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 4.03/02/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Metcalf Partners Wealth Management; Investment Related; at Reported Business Location(s); Start Date 01/13/2016; 160hrs/mth; 160hrs during trading 5.07/14/2023; WCG Wealth Advisors, LLC (HYBRID) / WCG Wealth Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/14/2023; 160hrs/mth; 160hrs during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. 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. 6.07/25/2023; Metcalf Partners (HYBRID); Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 07/14/2023; 160hrs/mth; 160hrs during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. 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. 7.08/01/2023; Metcalf Partners Wealth Management (HYBRID); Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 07/14/2023; 160hrs/mth; 160hrs during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2023. 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. 8.08/08/2023; Op Properties, LLC; Real Estate Rental; Investment Related; 147th St. Leawood,KS; Start Date 12/15/2011; 2hrs/mth; 0hrs during trading 9.11/07/2025; Metcalf Partners Wealth Management; Real Estate Rental; Investment Related; Overland Park,KS; Start Date 10/01/2025; 0hrs/mth; 0hrs during trading 10.08/13/2026; Purple Pride Partners, LLC; Real Estate Rental; Investment Related; Leawood,KS; Start Date 06/29/2026; 0hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-22 |
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