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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2014-12-22 |
| TX | RA | APPROVED | 2014-11-18 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
7330 N 16Th St. Suite C205, Phoenix, AZ 85020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Phoenix | AZ | 11/2014 | 12/2021 |
| Wcg Wealth Advisors, Llc | Phoenix | AZ | 11/2014 | Present |
1. 01/01/2022 - LONDEN FAMILY TRUST/ FOR PROFIT TRUSTEE/ 13% 2. 11/13/2014 - REAL ESTATE RENTAL/ RENTAL PROPERTY/ 1%/ SAN DIEGO, CA 3. 11/13/2014 - THE WEALTH CONSULTING GROUP/ SALE OF NON-VARIABLE INSURANCE/ 1%/ PHOENIX, AZ 4. 11/13/2014 - REAL ESTATE RENTAL/ RENTAL PROPERTY/ 1%/ SCOTTSDALE, AZ 5. 11/26/2014: INVESTMENT ADVISOR DBA: THE WEALTH CONSULTING GROUP - INVESTMENT RELATED - TIME SPENT 85% - PHOENIX, AZ 6. 3/20/2017 - WCG PHX, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/01/2014 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-03 |
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