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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-14 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
2219 Rimland Dr., Suite 301, Bellingham, WA 98226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2013 | 04/2025 |
| Lpl Financial Llc | Lynden | WA | 07/2025 | Present |
| The Wealth Consulting Group | Bellingham | WA | 07/2025 | Present |
1. 07/10/2025- THE WEALTH CONSULTING GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported business location(s) - OBA Start Date: 7/7/2025- 0 Hour(s)/Month - 0 Hour(s) During Trading 2) 07/15/2025 - WCG WEALTH ADVISORS, LLC - Investment Related - Registered Investment Advisor Hybrid -At Reported business location(s) - OBA Start Date: 7/7/2025 - 160 Hour(s)/Month - 8 Hour(s) During Trading.I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2025. 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. 3) 07/15/2025 - THE WEALTH CONSULTING GROUP - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:7/7/2025 - 160 Hrs/Mth - 8 Hrs During Trading. provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2025. 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) 07/22/2025 - Nichols Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date:07/14/2025 - 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 7/2025. 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. 5) 08/04/2025 - Nichols Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/14/2025 - 160 Hrs/Mth - 80 Hrs During Trading. 6) 08/05/025 - Nichols Financial, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:08/04/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-10 |
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