Robert Charles Wright

Current Employers

Employment History

• 12/1994 → 12/2017
  Waddell & Reed, Inc.
  Overland Park, KS
• 04/1996 → 09/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Lee'S Summit, MO
• 07/2016 → 07/2018
  Gama Board Member
  Falls Church, VA
• 07/2016 → 07/2017
  Rob'S Place
  Prospect, KY
• 03/2018 → 03/2019
  Farmers Insurance
  Raymore, MO
• 03/2019 → 03/2019
  Farmers Financial Solutions
  Raymore, MO
• 05/2019 → Present
  Lpl Financial Llc
  Excelsior Springs, MO
• 08/2019 → Present
  Pcg Wealth Advisors, Llc
  Excelsior, MO

Previous Registrations

• 1999-01-13 → 2017-12-13
  Waddell & Reed
  Charleroi, PA
  Louisville, KY
  Louisville, KY
  New Albany, IN
  Louisville, KY
  West Chester, OH
  Overland Park, KS
  Overland Park, KS

Other Businesses

1. 05/14/2019 - PCG WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ OVERLAND PARK, KS 2. 08/12/2019 - RCW Wealth Management - Investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:08/01/2019 - 160 hrs/mo - 8 hrs during trading. 3. 9/3/2019 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/28/2019 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in August 2019. I expect to spend approximately 40 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. 4. 9/10/2019 - WealthSprings, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/28/2019 - 40 Hours Per Month During Securities Trading. 5. 9/10/2019 - PCG Wealth Advisors LLC - DBA: WealthSprings, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/03/2019 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in August 2019. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 3/19/2020 - Insurance Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producing Agent - Started 03/13/2020 - 8 Hours Per Month During Securities Trading. 7. 08/21/2022 - Divitiae LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 08/09/2022 - 2 Hours Per Month/2 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-04
• S63 Uniform Securities Agent State Law Examination
  1994-12-13

Designations

Other Names

• Robert Charles Wright
• Robert Wright
• Robert Charles Wright