Darlene Lynn Shipe

Current Employers

Employment History

• 11/2013 → Present
  Lpl Financial, Llc
  Edmond, OK
• 11/2013 → 07/2021
  Householder Group Estate & Retirement Specialists
  Edmond, OK
• 07/2021 → Present
  Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group)
  Edmond, OK

Previous Registrations

• 2013-11-19 → 2021-09-09
  Householder Group Estate & Retirement Specialists
  Edmond, OK
  Edmond, OK
• 2011-06-01 → 2013-11-20
  Householder Group Financial Advisors, Llc
  Edmond, OK
• 2010-04-07 → 2011-05-02
  Ibc Investments
  Oklahoma City, OK
  Midwest City, OK
  Norman, OK
• 2002-08-09 → 2004-09-01
  Geary Securities, Inc.
  Oklahoma City, OK
• 2002-05-31 → 2002-08-07
  Banc One Securities Corporation
  Oklahoma City, OK

Other Businesses

1. 9/11/14: Shipe Investments LLC - Investment Related - Business Entity For Tax/Investment Purposes Only - 0 Hrs/Mth - 0 Hrs During Trading. 2. 03/02/2020 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Agent - Start Date:03/02/2020 - 5 Hrs/Mth - 5 Hrs During Trading. 3. 07/27/2021 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/19/21 - 240 Hours Per Month/130 Hours During Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC. an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 240 hours per month on this activity. Please see the advisory firm's Form ADV.. 4. 7/28/21 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/19/21 - 240 Hours Per Month/130 Hours During Trading - Time Spent 100% - I provide investment advisory services thru WCG Wealth Advisors, LLC and its DBA The Wealth Consulting Group, an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 240 hours a month on this activity. Please see the advisory firm's Form ADV.. 5. 7/28/21 - WCG Wealth Advisors, LLC - DBA: Edmond Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/19/21 - 240 Hours Per Month/130 Hours During Trading - Time Spent 100% - I provide investment advisory services thru WCG Wealth Advisors, LLC and its DBA Edmond Wealth Management, an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 240 hours per month on this activity. Please see the advisory firm's Form ADV.. 6. 10/05/21 - WCG Wealth Advisors, LLC - DBA: Edmond Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/20/21 - 240 Hours Per Month/130 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 240 hours per month on this activity. Please see the advisory firm's Form ADV.. 7. 12/16/21 - Edmond Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/05/21 - 50 Hours Per Month During Trading. 8. 12/20/21 - Other-Notary Public - Investment Related - At Reported Business Location(s) - Started 08/28/14 - 1 Hour Per Month During Securities Trading 9. 7/6/23 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/12/2023 - 160 Hours Per Month/ 80 Hours During Trading 10. 2/8/24 - Tellus/LWT - Non-Variable Insurance - INV REL- At Reported Business Loc(s)- Start Date 1/8/24- 40 Hrs per Month/ 20 Hrs During Trading 11) 07/10/2025 - Medicare Enrollment - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:07/09/2025 - 4 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-05
• S63 Uniform Securities Agent State Law Examination
  1994-11-28

Other Names

• Darlene Lynn Smith
• Darlene Lynn Epperly