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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-07-29 |
| TX | RA | APPROVED_RES | 2025-07-29 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
4600-B Montgomery Blvd. Ne Suite 104, Albuquerque, NM 87109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Albuquerque | NM | 03/2012 | Present |
| The Wealth Consulting Group | Albuquerque | NM | 07/2025 | Present |
(1) 11/05/2012: Altenburg Asset Advisors, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 02/16/2016: Non-Variable Insurance - Investment Related - 4600 B Montgomery Blvd., NE Suite-104, Albuquerque, NM 87109 - Start 01/28/2016 - 3 Hr/Mo; 3 Hour(s) During Securities Trading - Selling LTC Insurance thru LTCI Partners, LLC (3) 06/17/2022 - Duke City Speed LLC - Not Investment Related - Home Based - Business Owner - Drag Racing - Start Date - 06/01/2022 - 96 Hours Per Month/ 0 Hours During Securities Trading. 4) 03/05/2025 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:02/28/2025 - 160 Hrs/Mth - 120 Hrs During Trading. 5) 08/05/2025 - The Wealth Consulting Group - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date:07/28/2025 - 160 Hrs/Mth - 80 Hrs During Trading. I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2025. 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. 6)08/05/2025 - WCG Wealth Advisors, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date:07/28/2025- 160 Hrs/Mth - 80 Hrs During Trading..I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2025. 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. 7) 08/05/2025 - Altenburg Asset Advisors, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date:07/28/2025- 160 Hrs/Mth - 80 Hrs During Trading..I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2025. 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. 8. 08/25/2025 - Real Estate Rental - Albuquerque, NM - Inv Rel - Start date: 06/01/2025 - 5hrs/mnth 0 hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-29 |
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