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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-19 |
| CO | RA | APPROVED | 2023-05-17 |
| TX | RA | APPROVED | 2023-05-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 05/2019 | 05/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 05/2019 | 05/2023 |
| Securian Financial Services Inc | St Paul | MN | 02/2019 | 05/2019 |
| North Star Resource Group | San Diego | CA | 05/2019 | 05/2023 |
| Unemployed | Gilbert | AZ | 12/2018 | 02/2019 |
| Marcus Engineering, Llc | Tucson | AZ | 05/2018 | 12/2018 |
| Unemployed | Tucson | AZ | 03/2018 | 05/2018 |
| Lerua's Fine Mexican Food | Tucson | AZ | 08/2017 | 03/2018 |
| Sundt Construction | Gilbert | AZ | 05/2017 | 08/2017 |
| Lerua's Fine Mexican Food | Tucson | AZ | 07/2016 | 05/2017 |
| Wcg Wealth Advisors, Llc | Greenville | SC | 05/2023 | Present |
| Lpl Financial Llc | Greet | SC | 05/2023 | Present |
1) 04/2023 - TRULY ALIGNED - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2023 - 190 Hr/Mth 2) 04/2023 - THE WEALTH CONSULTING GROUP - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2023 3) 04/2023 - Business Owner - NLP TRAINER AND PRACTICIONER - Non-Inv Rel - Denver, CO - Start: 03/2023 - 10 Hr/Mth 4) 05/23/2023 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 5/18/2023 - 160 Hours Per Month/ 80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 5/2023. 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. 5) 05/23/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 4/24/2023 - 160 Hours Per Month/ 80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 5/2023. 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) 05/24/2023 - Truly Aligned Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 5/18/2023 - 160 Hours Per Month/ 80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 5/2023. 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) 06/06/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Strategist - Start Date 5/23/2023 - 10 Hours Per Month/ 10 Hours During Securities Trading 8) 06/03/2024 - Nova Ambassador - other - networking group - Not Investment Related - Ambassador - Not Investment - Golden, CO - Start Date 05/02/2024 - 10 Hours per Month/ 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-23 |
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