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Current Employers
The Wealth Consulting Group

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-19
KS RA APPROVED 2023-07-14
  • TX RA
    APPROVED
    Since 2023-07-19
  • KS RA
    APPROVED
    Since 2023-07-14

Branch Locations

6800 College Blvd. Suite 630, Overland Park, KS 66211 • United States

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Overland Park KS 04/2009 Present
V Wealth Management, Llc Overland Park KS 07/2009 12/2023
Wcg Wealth Advisors, Llc Overland Park KS 07/2023 Present
  • 04/2009 → Present
    Lpl Financial Llc
    Overland Park, KS
  • 07/2009 → 12/2023
    V Wealth Management, Llc
    Overland Park, KS
  • 07/2023 → Present
    Wcg Wealth Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2010-04-06 → 2023-12-31
    V Wealth Advisors Llc
    Overland Park, KS
    Overland Park, KS
    Overland Park, KS
  • 2006-08-12 → 2009-05-13
    Leawood, KS
  • 2005-10-28 → 2006-08-12
    Leawood, KS
    Leawood, KS
    Minneapolis, MN
  • 2000-05-11 → 2005-11-01
    Morgan Stanley Dw Inc.
    Kansas City, MO
Other Businesses

1) 07/14/2023 - WCG Wealth Advisors, LLC - DBA: V Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/14/2023- 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-07/2023 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. 2) 05/28/2010: SCOCAS Enterprises LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 2% Time Spent - strictly for tax purposes. Not being held out to public. 3) 07/25/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 07/14/2023 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. 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. 4) 07/28/2023 - V Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 07/25/2023 - 160 Hours Per Month/ 160 Hours During Trading 5) 09/06/2023 - V Wealth Advisors, LLC - Insurance Agency - Minority owner - Investment Related - At Reported Business Location(s) - Start Date 08/09/2023 - 50 Hours Per Month/ 10 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-06
S63 Uniform Securities Agent State Law Examination 1990-05-24
  • S65 Uniform Investment Adviser Law Examination
    1999-10-06
  • S63 Uniform Securities Agent State Law Examination
    1990-05-24

View on SEC IAPD

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