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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-05 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
5251 W. 116Th Place, Suite 200, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harrisonville Mceowen Elementary | Harrisonville | MO | 05/2016 | 05/2018 |
| Harrisonville Middle School | Harrisonville | MO | 05/2018 | 05/2021 |
| Harrisonville High School | Harrisonville | MO | 05/2021 | 05/2025 |
| Community Bank Of Harrisonville | Harrisonville | MO | 11/2022 | 06/2024 |
| Starbucks | Raymore | MO | 07/2024 | 03/2025 |
| Tall Oaks Advisors | Leawood | KS | 03/2025 | 06/2026 |
| Lpl Financial Llc | Leawood | KS | 03/2025 | 06/2026 |
| Iht Wealth Management | Harrisonville | MO | 04/2026 | 07/2026 |
| Lpl Financial Llc | Leawood | KS | 07/2026 | Present |
| Wcg Wealth Advisors, Llc | Leawood | KS | 07/2026 | Present |
1. 07/2026 - Gen4 Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/31/2026 2. 07/2026 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Admin - Start Date – 07/31/2026 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in DATE-07/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisor 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. 07/2026 - WCG Wealth Advisors, LLC - DBA: Gen4 Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start Date - 07/31/2026 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in DATE-07/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisor 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 | 2025-09-15 |
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