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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-18 |
Branch Locations
21070 Homestead Road Suite 210, Cupertino, CA 95014 • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Cupertino | CA | 05/1998 | Present |
| The Wealth Consulting Group | Cupertino | CA | 01/2016 | Present |
1. 1/20/2016: WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/06/2016 - 120 Hours Per Month/80 Hours During Securities Trading. 2. 1/20/2016: WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/01/2016 - 40 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-27 |
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