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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 |
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
12647 Alcosta Blvd, Suite 165 , San Ramon, CA 94583 • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Ramon | CA | 05/2016 | Present |
| Mariner Independent Advisor Network, Llc | San Ramon | CA | 05/2016 | 06/2026 |
| Wcg Wealth Advisors, Llc | San Ramon | CA | 06/2026 | Present |
1. 5/5/2016: Arakelian Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 3/22/2016 - 160 Hours Per Month - Time Spent 100%. 2. 4/21/2017 - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start 05/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading - Sub-leasing office space. 3. 8/27/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/25/2021 - 40 Hours Per Month/5 Hours During Securities Trading - Fixed annuity. 4. 09/29/2023 - AWM, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 09/01/2022 - 40 Hours Per Month 30 Hours During Trading 5. 10/19/2023 - Various Fixed Annuity Agencies - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Investment Advisor - Start Date - 06/01/2022 - 2 Hours Per Month/ 0 Hours During Securities Trading 6. 10/04/2024 - CTL, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 10/01/2019 - 45 Hours Per Month/ 0 Hours During Trading 7. 10/31/2024 - Enrich360 Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business location(s) - Start Date 10/17/2024 - 0 Hours Per Month/ During Trading 8. 01/17/2025- Total Financial and Insurance Services- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 03/01/2025- 10 Hours Per Month 9. 01/28/2025- Empathic Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/20/2025 10. 08/05/2025 - Simplicity Group/Total Financial - Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 07/23/2025- 10 Hours Per Month 11. 07/22/2026 - WCG Wealth Advisors, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 160 hours per month/ 80 hours during 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. 12. 07/22/2026 - Empathic Wealth Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 160 hours per month/ 80 hours during 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
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