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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-02-06 |
Branch Locations
6800 College Blvd, Ste. 630, Overland Park, KS 66211 • 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 Llc | Overland Park | KS | 08/2023 | Present |
| University Of Missouri | Columbia | MO | 06/2017 | 05/2023 |
| Fayetteville High School | Fayetteville | AR | 01/2013 | 06/2017 |
| Thornburg Nanny | Columbia | MO | 05/2018 | 07/2018 |
| Fayetteville Youth Baseball | Fayetteville | AR | 03/2014 | 05/2017 |
| Unemployed | Columbia | MO | 05/2023 | 08/2023 |
| Wcg Wealth Advisors, Llc | Overland Park | KS | 02/2024 | Present |
1) 02/27/2024 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 02/09/2024 - 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 2/2024. 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. 2) 02/27/2024 - WCG Wealth Advisors, LLC - DBA: V WEALTH - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 02/09/2024 - 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 2/2024. 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. 3) 04/02/2024 - V Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/09/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-08 |
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