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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 | 2025-10-08 |
| TX | RA | APPROVED_RES | 2016-01-12 |
Branch Locations
21070 Homestead Road Suite 210, Cupertino, CA 95014 • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Cupertino | CA | 05/1998 | Present |
| The Wealth Consulting Group | Cupertino | CA | 01/2016 | Present |
1) 06/16/2004: P & C Partners - Real Estate Rental - Investment Related - At Reported Business Location(s) 2) 06/16/2004: No Business Name - INVESTMENT PROPERTY 3) 01/12/2016: WCG Wealth Advisors, LLC - Registered Investment Advisor DBA - DBA: The Wealth Consulting Group - Investment Related - 21070 Homestead Road, Suite 210, Cupertino, Ca. 95014 - Start 01/06/2016 - 170 Hr/Mo; 150 Hour(s) During Securities Trading 4) 01/12/2016: WCG Wealth Advisors, LLC - Registered Investment Advisor Hybrid - DBA: The Wealth Consulting Group - Investment Related - 21070 Homestead Road, Suite 210, Cupertino, Ca. 95014 - Start 01/06/2016 - 170 Hr/Mo; 150 Hour(s) During Securities Trading 5) 01/20/2016: WCG Wealth Advisors, LLC - Registered Investment Advisor Hybrid - DBA: The Wealth Consulting Group - Investment Related - 21070 Homestead Road, Suite 210, Cupertino, Ca. 95014 - Start 01/06/2016 - 170 Hr/Mo; 150 Hour(s) During Securities Trading - IAR 6) 11/3/2021 - No Business Name - Investment Related - San Jose, Ca. 95136 - Real Estate Rental - Started 06/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Owner/manage the property. 7) 11/04/2022 - No Business Name - Investment Related - San Jose, Ca. 95136 - Real Estate Rental - Started 05/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-29 |
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