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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-20 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
30700 Russell Ranch Road, Suite 140, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Wealth Consulting Group | Westlake Village | CA | 05/2025 | Present |
| North Ranch Country Club | Westlake Village | CA | 06/2021 | 01/2026 |
| San Ramon Golf Club | San Ramon | CA | 09/2020 | 12/2020 |
| California Lutheran University (Full-Time Student) | Thousand Oaks | CA | 08/2019 | 05/2025 |
| Lpl Financial Llc | Westlake Village | CA | 02/2026 | Present |
| California High School | San Ramon | CA | 09/2015 | 06/2019 |
1- 02/10/2026 - The Wealth Consulting Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/07/2025 - 160 hours per month/ during trading 2- 04/28/2026 - WCG Wealth Advisors LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 04/20/2026 - 160 hours per month/ 80 hours during trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 4/2026. 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- 04/28/2026 - The Wealth Consulting Group - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 04/20/2026 - 160 hours per month/ 80 hours during trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 4/2026. 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 | 2026-04-18 |
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