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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-02 |
Branch Locations
1213 Hylton Heights Road Suite 109, Manhattan, KS 66502 • United States
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stewart Financial, Llc | Manhattan | KS | 03/2017 | 03/2021 |
| Stewart Advisory Services, Llc | Manhattan | KS | 03/2017 | 03/2021 |
| Advanced Dental Arts | Manhattan | KS | 06/2010 | 12/2016 |
| Homemaker | Manhattan | KS | 12/2016 | 06/2017 |
| V Wealth Management, Llc | Manhattan | KS | 09/2020 | 12/2023 |
| Lpl Financial Llc | Manhattan | KS | 03/2021 | Present |
| Wcg Wealth Advisors, Llc | Manhattan | KS | 07/2023 | Present |
| Iht Wealth Management | Manhattan | KS | 10/2024 | Present |
1)02/24/2021 - V Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - start: 10/2020 - 60 Hr/Mth 2) 09/01/2021 - V Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/01/2021 - 120 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through V Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2021. I expect to spend approximately 120 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. 3) 09/08/2021 - V Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/01/2021 - 120 Hours Per Month/4 Hours During Securities Trading. 4) 02/02/2023 - Flying W Advisory Services, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/17/2023 - 0 Hours Per Month/0 Hours During Securities Trading. 5) 7/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 07/14/2023 - 160 Hours Per Month/160 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 7/2023. 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. 6) 08/21/2023 - Stewart Financial, LLC - Investment Related - At Reportable Business Location - Insurance advisor Non-Variable Insurance - Start Date 03/01/2017 - 20 Hours Per Month 20 Hours During Trading 7) 12/01/2023 - WCG Wealth Advisors, LLC - DBA: Konza Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 12/01/2023 - 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-12/2023. 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) 11/13/2023 - Konza Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/01/2023 - 160 Hrs/Mo; 7 Hrs During Trading 9) 10/23/2024 - IHT Wealth Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/11/2024 - 160 Hours Per Month/ 7 Hours During Trading - I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 10/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2017-06-08 |
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