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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 | 2024-04-01 |
Branch Locations
5000 Plaza On The Lake Suite 130, Austin, TX 78746 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Austin | TX | 05/2011 | Present |
| Intrua Financial | Austin | TX | 02/2016 | 03/2024 |
| Wcg Wealth Advisors, Llc | Austin | TX | 04/2024 | Present |
1) 4/02/2024 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/01/2024 - 160 Hours Per Month/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-04/2024. 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. 2) 04/04/2025 - SauRazil Properties LLC - Investment Related - Real Estate Rental - Austin, TX 78746 - SauRazil Properties LLC - Start Date : 10/28/2022 - - 0 Hrs/Mth - 0 Hrs During Trading. 3) 10/21/2025 - The Wealth Consulting Group - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:04/21/2024 - 160 Hrs/Mth - 80 Hrs During Trading.I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 10/2025. 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. 4) 10/24/2025 - The Wealth Consulting Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/21/2024 - 160 Hrs/Mth - 80 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-12-28 |
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