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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-10 |
Branch Locations
7676 Hazard Center Drive Suite 1050, San Diego, CA 92108 • 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 |
|---|---|---|---|---|
| Cuso Financial Services | San Diego | CA | 01/2015 | 02/2021 |
| North Island Credit Union | San Diego | CA | 01/2015 | 02/2021 |
| Wcg Wealth Advisors, Llc | San Diego | CA | 03/2021 | Present |
1) 03/09/2021 - REGISTERED INVESTMENT ADVISOR - WCG WEALTH ADVISORS, LLC - INVESTMENT RELATED - SAN DIEGO, CA 2) 03/09/2021 - REGISTERED INVESTMENT ADVISOR DBA - WCG WEALTH ADVISORS, LLC - DBA: FIDES WEALTH STRATEGIES GROUP - INVESTMENT RELATED - SAN DIEGO, CA 3) 03/09/2021 - REGISTERED INVESTMENT ADVISOR DBA - WCG WEALTH ADVISORS, LLC - DBA: THE WEALTH CONSULTING GROUP - INVESTMENT RELATED - SAN DIEGO, CA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-14 |
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