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5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-22 |
| MO | RA | APPROVED | 2018-12-14 |
| KS | RA | APPROVED | 2018-01-02 |
Branch Locations
5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Independence | MO | 04/1990 | 02/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Blue Springs | MO | 07/1990 | 02/2017 |
| Lpl Financial, Llc | Independence | MO | 02/2017 | Present |
| Wade Action Team | Blue Springs | MO | 06/2011 | Present |
| V Wealth Advisors Llc | Independence | MO | 02/2017 | 02/2018 |
| Pcg Wealth Management | Overland Park | KS | 01/2018 | Present |
| Pcg Wealth Advisors | Independence | MO | 01/2018 | Present |
1. 02/08/2017 - WADE ACTION TEAM/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ BLUE SPRINGS, MO - Investment Related - Start Date:6/21/2011 - 30 Hrs/Mth - 0 Hrs During Trading. 2. 12/4/2017 - PCG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/01/2018 - 10 Hours Per Month During Securities Trading. 3. 01/04/2018 - PCG Wealth Advisors, LLC - DBA: PCG Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 01/01/2018 - 30 Hours Per Month / 30 Hours During Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2018. I expect to spend approximately 30 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. 4. 01/04/2018 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 01/01/2018 - 15 Hours Per Month / 5 Hours During Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2018. I expect to spend approximately 15 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. 02/09/2026 - Wade Action Team, LLC - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 02/04/2026 - 5 hours per month/ during trading 6. 02/17/2026 - Wade World, LLC - Real Estate Rental - Owner - Investment Related - Blue Springs, MO - Start Date 09/30/2025 - 20 hours per month 7. 03/05/2026 - Wade Action Team, LLC - Non-Variable Insurance - Agent for Elco Mutual - Investment Related - At Reported Business Location(s) - Start Date 02/26/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-25 |
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