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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
KS RA APPROVED 2023-07-14
  • KS RA
    APPROVED
    Since 2023-07-14

Branch Locations

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

6800 College Blvd. Suite 320, Overland Park, KS 66211 • 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 (Formerly: Linsco/Private Ledger Corp.) Overland Park KS 05/2004 Present
V Wealth Advisors Llc Overland Park KS 06/2019 12/2023
Wcg Wealth Advisors, Llc Overland Park KS 07/2023 Present
  • 05/2004 → Present
    Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.)
    Overland Park, KS
  • 06/2019 → 12/2023
    V Wealth Advisors Llc
    Overland Park, KS
  • 07/2023 → Present
    Wcg Wealth Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2019-06-12 → 2023-12-31
    V Wealth Advisors Llc
    Overland Park, KS
    Overland Park, KS
  • 2001-04-04 → 2004-05-10
    Ws Griffith Securities, Inc.
    Overland Park, KS
Other Businesses

1. 10/23/06 - G BOND CPA - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 09/23/2021 - METCALF PARTNERS WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/20/2021 - 160 Hours Per Month/6 Hours During Securities Trading. 3. 01/03/2024 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Admin - Start Date - 01/2024- 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in DATE-01/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisor 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. 01/03/2024 - WCG Wealth Advisors, LLC - DBA: METCALF PARTNERS WEALTH MANAGEMENT- Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start Date - 01/03/2024 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in DATE-01/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisor 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-28
S63 Uniform Securities Agent State Law Examination 1992-05-22
  • S66 Uniform Combined State Law Examination
    2000-11-28
  • S63 Uniform Securities Agent State Law Examination
    1992-05-22
Other Names
  • Greg Bond

View on SEC IAPD

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