Brian Patrick Foley

Current Employers

Employment History

• 11/2016 → Present
  Lpl Financial, Llc
  Las Vegas, NV
• 11/2016 → Present
  Wcg Wealth Advisors, Llc
  Las Vegas, NV
• 09/2016 → 10/2016
  Buffalo Wild Wings
  Boise, ID

Other Businesses

1. 10/25/2017 - Darling Tennis Center - Not Investment Related - 7901 W Washington ave. - Other-Tennis Coach - Start Date 11/01/17 - 6 Hours Per Month/0 Hours During Securities Trading. 2. 10/25/2017 - Darling Tennis Center - Not Investment Related - 7901 W Washington ave - Outside/W-2 Employment - Start Date 11/01/17 - 15 Hours Per Month/0 Hours During Securities Trading - Part Time Bookkeeper. 3. 10/30/2020 - FIDES Wealth Strategies Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/12/2020 - 1 Hour Per Month During Securities Trading. 4. 02/09/2022- Forum Wealth Management- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Start Date - 02/08/2022- 4 Hours Per Month/4 Hours During Securities Trading. 5. 2/7/2023 - On Point Court Surfacing LLC - Investment Related - Home Based - Business Owner - Co-Owner - Start Date - 02/01/2023 - 20 Hours Per Month/0 Hours During Securities Trading. 6. 10/10/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 10/10/2023 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-10/2023. I expect to spend approximately 160 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. 7. 10/10/2023 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/10/2023 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-10/2023. I expect to spend approximately 160 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. 8. 03/24/2025 - WCG Insurance, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start date: 07/01/2024 - 10 Hours Per Month/05 Hours During Securities Trading 9. 03/24/2025 - No Name - Fixed insurance sales/sale of non-variable and variable insurance; Accident and Health Insurance for various carriers - Investment Related - At Reported Business Location(s) - Start date: 03/24/2025 - 10 Hours Per Month/05 Hours During Securities Trading - Agent

Exams

• S66 Uniform Combined State Law Examination
  2017-06-26