Kimberly Jo Safoyan

Current Employers

Employment History

• 07/1999 → 11/2017
  National Planning Corporation
  Palm Desert, CA
• 11/2017 → Present
  Lpl Financial Llc
  Palm Desert, CA
• 07/2018 → Present
  Wcg Wealth Advisors, Llc
  Palm Desert, CA

Previous Registrations

• 1999-07-28 → 2017-12-06
  National Planning Corporation
  Palm Desert, CA
  Los Angeles, CA

Other Businesses

1. 11/29/2017 - Kimberly Safoyan - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 8/2/1999 - 10 Hours Per Month - Fixed annuity, LTC. 2. 11/29/2017 - Anchor Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 7/19/2007 - 160 Hours Per Month/160 Hours During Securities Trading. 3. 7/11/2018 - WCG Wealth Advisors, LLC - DBA: Anchor Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 06/07/2018 - 80 Hours Per Month/40 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 July 2018. I expect to spend approximately 80 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. 7/11/2018 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 06/07/2018 - 80 Hours Per Month/40 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 July 2018. I expect to spend approximately 80 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. 7/11/2018 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 06/07/2018 - 80 Hours Per Month/40 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 July 2018. I expect to spend approximately 80 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. 6. 09/13/2021 - Security Training Experts - Not Investment Related - 77682 Country Club Dr A-2, Palm Desert, CA 92211 - Outside/W-2 Employment - Start Date: 10/02/2021 - 12 Hours Per Month/0 Hours During Securities Trading - Security at Events. 7. 03/01/2022 - Redzone Secuirty Inc. - Not Investment Related - 78370 HWY 111 Unit #200 La Quinta, CA 92253 - Outside/W-2 Employment - Start Date - 02/17/2022 - 24 Hours Per Month/0 Hours During Securities Trading. 8. 01/10/2023 - The Detail Protective Services - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Private Protection - Start Date: 12/30/2022 - 5 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-14
• S63 Uniform Securities Agent State Law Examination
  1992-01-06

Other Names

• Kimberly Jo Drew