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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-07-29 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
4600-B Montgomery Blvd. Ne Suite 104, Albuquerque, NM 87109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Albuquerque | NM | 10/2014 | Present |
| The Wealth Consulting Group | Albuquerque | NM | 07/2025 | Present |
1. 02/02/2015 - ALTENBURG ASSET ADVISORS, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 95%/ ALBUQUERQUE, NM 2. 02/02/2015 - VALENCIA COUNTY BUREAU OF ELECTIONS/ JUDGE OF ELECTIONS/ 2%/ LOS LUNAS, NM - Start date: 1/2004 3. 6/25/2020 - Not Investment Related - Mobile Service & At Reported Business Location(s) - Other-Notary Public - Start Date: 7/1/2020 - 1 Hour Per Month/1 Hour During Securities Trading - Provide Notary Services. 4) 03/06/2025 - The Wealth Consulting Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/28/2025 - 160 Hrs/Mth - 120 Hrs During Trading. 5) 08/05/2025 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 07/28/2025 - 160 Hours Per Month/80 Hours During Securities Trading - Time Spent 100% - I provide administrative support to WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2025. 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. 6) 08/05/2025 - Altenburg Asset Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 07/28/2025 - 160 Hours Per Month/80 Hours During Securities Trading - Time Spent 100% - I provide administrative support to WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2025. 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) 08/05/2025 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 07/28/2025 - 160 Hours Per Month/80 Hours During Securities Trading - Time Spent 100% - I provide administrative support to WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2025. 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 | 2016-11-22 |
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