Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-06-20
  • GA RA
    APPROVED
    Since 2025-06-20

Branch Locations

7400 W 130Th St., Ste 150, Overland Park, KS 66213 • United States

The Wealth Consulting Group

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-19
KS RA APPROVED 2023-07-14
  • TX RA
    APPROVED
    Since 2023-07-19
  • KS RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2011 → Present
    Overland Park, KS
  • 12/2011 → 12/2023
    V Wealth Management, Llc
    Overland Park, KS
  • 07/2023 → Present
    Wcg Wealth Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2011-11-30 → 2023-12-31
    V Wealth Advisors Llc
    Leawood, KS
    Overland Park, KS
  • 2005-01-04 → 2011-12-07
    Overland Park, KS
    Overland Park, KS
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-22
  • S66 Uniform Combined State Law Examination
    2004-11-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor