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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 | 2023-07-14 |
Branch Locations
6800 College Blvd. Suite 380, Overland Park, KS 66211 • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Overland Park | KS | 08/2010 | Present |
| V Wealth Management, Llc | Overland Park | KS | 08/2010 | 12/2023 |
| V Wealth Advisors, Llc | Overland Park | KS | 08/2010 | Present |
| Wcg Wealth Advisors, Llc | Overland Park | KS | 07/2023 | Present |
1.07/14/2023; WCG Wealth Advisors, LLC (HYBRID) / WCG Wealth Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/14/2023; 40hrs/mth; 40hrs during 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 40 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. 2.08/08/2023; Various; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/12/2010; 10hrs/mth; 10hrs during trading 3.08/09/2023; Martin Capital LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 08/12/2010; 120hrs/mth; 120hrs during trading 4.09/06/2023; MMGKC, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 12/09/2016; 2hrs/mth; 0hrs during trading 5.04/01/2025; (HYBRID) KC Wealth Advisors, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 02/06/2025; 20hrs/mth; 8hrs during trading;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-05 |
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