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Current Employers
Pcg Wealth Management

5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-02-05
  • MO RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2022 → 01/2023
    Symphonic Financial Advisors, Llc & Symphonic Securities, Llc
    Kansas City, MO
  • 01/1999 → Present
    William Hudnall - Attorney At Law
    Kansas City, MO
  • 01/2023 → 11/2023
    Symphonic Financial Advisors, Llc & Symphonic Securities, Llc
    Kansas City, MO
  • 11/2023 → Present
    Lpl Financial Llc
    Kansas City, MO
  • 11/2023 → Present
    Pcg Wealth Management, Llc (Dba Pcg Wealth Strategies)
    Kansas City, MO
Previous Registrations
  • 2023-01-05 → 2023-11-08
    Symphonic Financial Advisors Llc
    New York, NY
    Kansas City, MO
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-05
  • S66 Uniform Combined State Law Examination
    2023-01-05
Other Names
  • Bill Hudnall
  • William Hudnall

View on SEC IAPD

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