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Current Employers
The Wealth Consulting Group

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-01
TX RA APPROVED 2026-06-30
  • CA RA
    APPROVED
    Since 2026-07-01
  • TX RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 05/2016 → Present
    Lpl Financial, Llc
    San Ramon, CA
  • 05/2016 → 06/2026
    Mariner Independent Advisor Network, Llc
    San Ramon, CA
  • 06/2026 → Present
    Wcg Wealth Advisors, Llc
    San Ramon, CA
Previous Registrations
  • 2016-07-08 → 2026-07-02
    San Ramon, CA
    San Ramon, CA
  • 2016-05-06 → 2016-07-08
    Strategic Wealth Advisors Group
    San Ramon, CA
  • 2001-05-01 → 2016-05-11
    Cetera Wealth Services, Llc
    Healdsburg, CA
    Fresno, CA
    San Ramon, CA
    Berkeley, CA
    Livermore, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-27
  • S65 Uniform Investment Adviser Law Examination
    1999-12-27

View on SEC IAPD

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