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Current Employers
The Wealth Consulting Group

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-11-19
  • CA RA
    APPROVED
    Since 2015-11-19

Branch Locations

70177 Highway 111 Suite 200, Rancho Mirage, CA 92270 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Kiner Group Rancho Mirage CA 01/2000 Present
The Wealth Consulting Group Rancho Mirage CA 11/2015 Present
Previous Registrations
  • 2007-11-17 → 2017-03-28
    The Resource Group Asset And Trust Managers
    Palm Desert, CA
  • 2014-06-12 → 2015-12-03
    The Kiner Consulting Group
    Rancho Mirage, CA
Other Businesses

1. I AM SOLE PROPRIETOR AT THE KINER GROUP, LLC 70177 HIGHWAY 11, SUITE 200, RANCHO MIRAGE, CA 92260 FROM 01/2000 TO THE PRESENT. I PRIMARILY HANDLE PERSONAL INVESTMENTS AND REAL ESTATE. 2. I AM SOLE PROPRIETOR AT THE KINER CONSULTING GROUP, 70177 HIGHWAY 11, SUITE 200, RANCHO MIRAGE, CA 92260. I AM A PRACTICING CPA. I WORK PART-TIME, ONLY SPENDING ABOUT 60 HOURS A MONTH ON THIS BUSINESS; ONLY A FEW HOURS PER MONTH WOULD BE DURING TRADING HOURS. THE BUSINESS IS INVESTMENT RELATED. 2. 11/18/2015 - WCG WEALTH ADVISORS, LLC - DBA: THE WEALTH CONSULTING GROUP - REGISTERED INVESTMENT ADVISOR DBA - ADDRESS: SAME AS REGISTERED LOCATION

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-29
  • S65 Uniform Investment Adviser Law Examination
    2004-06-29
Designations

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