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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-03-05 |
Branch Locations
4901 Mcleod Rd Ne Ste D, Albuquerque, NM 87109 • 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 |
|---|---|---|---|---|
| Salt River Project | Tempe | AZ | 05/2023 | 07/2025 |
| Dallas Cowboys Football Club | Frisco | TX | 02/2019 | 05/2023 |
| Lpl Financial Llc | Albuquerque | NM | 10/2024 | Present |
| Seattle Storm | Seattle | WA | 05/2017 | 01/2019 |
| Trinity University | San Antonio | TX | 08/2014 | 05/2018 |
| Spurs Sports And Entertainment | San Antonio | TX | 10/2015 | 05/2017 |
| None | Dallas | TX | 01/2019 | 02/2019 |
| The Wealth Consulting Group | Albuquerque | NM | 03/2025 | Present |
1- 10/14/2024 - THE WEALTH CONSULTING GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start Date: 01/06/2025 - 160 hrs mth / 8 hrs during trading / 2- 03/11/2025 - WCG Wealth Advisors, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:03/04/2025 - 160 Hrs/Mth - 80 Hrs During Trading.I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 3/2025. 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. 3- 03/11/2025 - The Wealth Consulting Group - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:03/04/2025 - 160 Hrs/Mth - 80 Hrs During Trading.I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 3/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
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