Best Investors
Account
Sign in
5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-02-05 |
Branch Locations
1251 Nw Briarcliff Parkway Suite 235, Kansas City, MO 64116 • United States
5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symphonic Financial Advisors, Llc & Symphonic Securities, Llc | Kansas City | MO | 09/2022 | 01/2023 |
| William Hudnall - Attorney At Law | Kansas City | MO | 01/1999 | Present |
| Symphonic Financial Advisors, Llc & Symphonic Securities, Llc | Kansas City | MO | 01/2023 | 11/2023 |
| Lpl Financial Llc | Kansas City | MO | 11/2023 | Present |
| Pcg Wealth Management, Llc (Dba Pcg Wealth Strategies) | Kansas City | MO | 11/2023 | Present |
1- 10/2023 / PCG Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 100 Hrs Mnth / 85 Hrs During Trading 2- 10/2023 / MPHlex, LLC / Other / Non Investment Related / 50 Hrs Mnth / 50 Hrs During Trading / start date 09/11/2019 3- 10/2023 / William Hudnall- Attorney at Law / Other / Non Investment Related / 80 Hrs Mnth / 40 Hrs During Trading / start date 04/30/1999 4- 01/02/2024 - PCG Wealth Management - Registered Investment Advisor DBA - Admin - Not Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 100 Hours Per Month/ 85 Hours During Trading - I provide administrative support to PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 1 / 2024. I expect to spend approximately 100 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 | 2023-01-05 |
Reach out to this advisor