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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 | 2024-07-16 |
Branch Locations
7676 Hazard Center Drive Suite 1050, San Diego, CA 92108 • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 10/2017 | 07/2024 |
| Wells Fargo Bank | San Diego | CA | 09/2012 | 10/2017 |
| Uber | San Diego | CA | 08/2015 | 01/2017 |
| Wcg Wealth Advisors, Llc | San Diego | CA | 07/2024 | Present |
1. 07/16/2024 - WCG Wealth Advisors, LLC - DBA: Fides Wealth Strategies Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/17/2024- 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-07/2024Y. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-28 |
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