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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
NM RA APPROVED 2025-07-29
TX RA APPROVED_RES 2025-07-29
  • NM RA
    APPROVED
    Since 2025-07-29
  • TX RA
    APPROVED_RES
    Since 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

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 Albuquerque NM 03/2012 Present
The Wealth Consulting Group Albuquerque NM 07/2025 Present
Previous Registrations
  • 2002-08-19 → 2012-03-29
    New England Securities
    Albuquerque, NM
    Albuquerque, NM
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-07
S63 Uniform Securities Agent State Law Examination 1994-09-29
  • S65 Uniform Investment Adviser Law Examination
    1999-12-07
  • S63 Uniform Securities Agent State Law Examination
    1994-09-29
Designations

View on SEC IAPD

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