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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
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
6800 College Blvd. Suite 320, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-22 |
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