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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-04-14 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
3631 Warren Way Ste A, Reno, NV 89509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wcg Wealth Advisors, Llc | Reno | NV | 11/2025 | 04/2026 |
| Boyd Cpa Llc | Reno | NV | 11/2021 | Present |
| Eide Bailly Llp | Reno | NV | 11/2015 | 10/2021 |
| Forum Financial Management, Lp | Reno | NV | 04/2026 | Present |
1) Boyd CPA, LLC; Not investment-related; 3631 Warren Way Ste A, Reno, NV 89509; CPA; Managing Memberships; 11/2021; 40 hours per month; 40 hours during securities trading hours; CPA services. 2) Boyd Properties, LLC; Investment-related; Officer; Residential Real Estate; 08/2023; 0 Hours Per Month; Holding company created to hold properties. 3) Family Respite Care of Nevada; Not investment-related; 555 Reactor Way, Reno, NV 89502; Board Member; Treasurer; 08/2020; 2 hours per month; 0 hours during securities trading hours; Fundraising. 4) Reno-Tahoe Open Foundation; Not investment-related; 1 E 1st St, Reno, NV 89501; Charity gold event; Board Member; Treasurer; 04/2025; >1 hour per month; >1 hour during securities trading hours; Fundraising and financial oversight.
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