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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 | 2022-02-25 |
| CA | RA | APPROVED | 2017-02-16 |
Branch Locations
7676 Hazard Center Dr Ste 1050, San Diego, CA 92108-4515 • 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 | San Diego | CA | 02/2017 | 07/2018 |
| The Wealth Consulting Group | San Diego | CA | 02/2017 | 07/2018 |
| Lpl Financial, Llc | San Diego | CA | 07/2018 | Present |
| Wcg Wealth Advisors, Llc | San Diego | CA | 07/2018 | Present |
| Lpl Financial, Llc | San Diego | CA | 06/2016 | 02/2017 |
| Wcg Wealth Advisors, Llc | San Diego | CA | 06/2016 | 02/2017 |
(1) 09/24/2016: The Wealth Consulting Group - DBA for LPL Business (entity for LPL business) - Investment Related - 8925 W Post Rd, Las Vegas, NV 89148 - Start 09/02/2016 - 80 Hr/Mo; 4 Hour(s) During Securities Trading; 33% Time Spent - DBA for WCG Wealth Advisors. (2) 11/04/2022 - No Business Name - Not Investment Related - San Diego - Other-Seminar - Start Date: 11/01/2022 - 5 Hours Per Month/0 Hours During Securities Trading - Women Owning Wealth event host. (3) 11/04/2022 - No Business Name - Not Investment Related - Various Events/Conferences - Other-Speaker - Start Date: 10/26/2022 - 3 Hours Per Month/0 Hours During Securities Trading - Speaker at conferences and events that I am not personally hosting myself.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-06 |
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