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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 | 2026-07-01 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
12647 Alcosta Blvd, Suite 165, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Ramon | CA | 06/2024 | Present |
| Pereira And O'dEll | San Francisco | CA | 07/2019 | 06/2024 |
| Swirl Mcgarry Bowen | San Francisco | CA | 08/2018 | 07/2019 |
| Bouquet Catering Company | San Francisco | CA | 01/2014 | 08/2018 |
| Mariner Independent | Overland Park | KS | 10/2024 | 06/2026 |
| Wcg Wealth Advisors, Llc | San Ramon | CA | 06/2026 | Present |
1) 06/21/2024 - Arakelian Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:06/01/2024 - 160 Hrs/Mo; 8 Hrs During Trading 2) 01/28/2025 - Empathic Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/20/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 07/21/2026 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 07/01/2026 - 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 7/2026. 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. 4) 07/21/2026 - Empathic Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 07/01/2026 - 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 7/2026. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-17 |
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