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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_RES | 2022-01-03 |
| CA | RA | APPROVED | 2017-01-23 |
Branch Locations
30700 Russell Ranch Road, Suite 140, Westlake Village, CA 91362 • 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Pasadena | CA | 03/2009 | 01/2017 |
| Mml Investors Services | Pasadena | CA | 05/2011 | 01/2017 |
| Lpl Financial, Llc | Westlake Village | CA | 01/2017 | Present |
| Wcg Wealth Advisors, Llc | Westlake Village | CA | 01/2017 | Present |
1. 01/20/2017 - Fixed Insurance/ Non-Variable Insurance/ 20%/ Upland, CA 2. 01/20/2017 - THE WEALTH CONSULTING GROUP / DBA for LPL Business (entity for LPL business)/ 100%/ Upland, CA. 3. 2/10/2017 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 1/23/2017 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC., an independent investment advisor firm. I started this business activity in February 2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 2/10/2017 - WCG WEALTH ADVISORS, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 1/23/2017 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC., an independent investment advisor firm. I started this business activity in February 2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 5. 06/12/2023 - THE WEALTH CONSULTING GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/23/2017 - 160 Hours Per Month/ 80 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-01 |
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