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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-07-14 |
Branch Locations
Mound City, KS • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Leawood | KS | 11/2013 | 05/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Lenexa | KS | 11/2013 | 05/2017 |
| Lpl Financial, Llc | Overland Park | KS | 05/2017 | Present |
| V Wealth Advisors Llc | Overland Park | KS | 05/2017 | 12/2023 |
| Wcg Wealth Advisors, Llc | Overland Park | KS | 07/2023 | Present |
1. 09/15/2021 - V Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/18/2017 - 160 Hours Per Month/ 7 Hours During Trading 2. 07/14/2023 - WCG Wealth Advisors, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 07/14/2023 - 160 Hours Per Month/ During Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. 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. 3. 08/08/2023 - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 07/14/2023 - 1 Hour Per Month/ 1 Hour During Trading 4. 12/26/2025 - Bydand Financial - Not Investment Related - Home Based - Business Entity for Tax/Investment Purposes Only - Start Date 04/18/2023 - 160 Hours Per Month/ 7 Hours During Trading 5. 04/01/2026 - WCG Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/23/2026 - 160 hours per month/ 130 hours during trading 6. 04/07/2026 - WCG Wealth Advisors, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/23/2026 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 4/2026. 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. 04/14/2026 - V Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 07/14/2023 - 160 hours per month/ 8 hours during trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 4/2026. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-30 |
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