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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-11-25 |
| CA | RA | APPROVED | 2014-11-13 |
Branch Locations
7676 Hazard Center Dr Suite 1050, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 11/2014 | 03/2020 |
| Wcg Wealth Advisors, Llc | San Diego | CA | 11/2014 | Present |
1. 11/10/2014: NO BUSINESS NAME - INVESTMENT RELATED - 7676 HAZARD CENTER DR, #1050, SAN DIEGO, CA 92108 - NON-VARIABLE INSURANCE - 5% OF TIME SPENT - LIFE, DISABILITY, LTC AND MEDICAL. 2. 11/26/2014 - WCG Wealth Advisors, LLC - DBA: Fides Wealth Strategies Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 11/13/2014- 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-11/2014. 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. 3. 03/04/2015: CTR WEALTH INC. - INVESTMENT RELATED - 7676 HAZARD CENTER DR, #1050, SAN DIEGO, CA 92108 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/01/2015 - 1 HOUR PER MONTH/0 HOURS DURING SECURITIES TRADING. 4. 3/20/2017: WCG SD, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/01/2014 - 1 Hour Per Month During Securities Trading. 5. 12/06/2021 - UC Berkeley Extension - Investment Related -1995 University Avenue, Suite 300, Berkeley, CA 94704-7000 - Outside/W-2 Employment - Instructor - Start Date: 12/06/2021 - 12 Hours Per Month/0 Hours During Securities Trading - Occasional class instruction for graduate-level business courses. 6. 08/29/2025 - CFP Board-Integrity Review Commission - 1425 K St. NW #800, Washington, DC 20005 - Certification Board - Commission Member - Start Date: 07/01/2025 - 1 Hour Per Month/1 Hour During Securities Trading - Provide advice to enforcement team
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-12 |
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