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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
13310 University Blvd. Suite 240, Sugar Land, TX 77479 • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
24 Greenway Plaza Suite 1895, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-15 |
Branch Locations
24 Greenway Plaza Suite 1895, Houston, TX 77046 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-06-30 |
Branch Locations
13310 University Blvd Ste 240, Sugar Land, TX 77479 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intrua Financial | Sugar Land | TX | 12/2015 | 07/2022 |
| Lpl Financial Llc | Houston | TX | 12/2015 | Present |
| Sovereign Wealth Adv, Llc | Houston | TX | 07/2022 | 08/2024 |
| Wcg Wealth Advisors, Llc | Sugar Land | TX | 06/2024 | Present |
1. 12/17/2015 - Hawryluk Management Inc/ Business Entity For Tax/Investment Purposes Only/ 0%/ Sugar Land, TX 2. 08/09/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/07/2024 - 5 Hours Per Month/ 1 Hour During Trading 3. 08/16/2024 - The Wealth Consulting Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/07/2024 - 5 Hours Per Month/ 1 Hour During Trading 4. 08/30/2024 - WCG Wealth Advisors, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 08/07/2024 - 200 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2024. I expect to spend approximately 200 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. 5. 08/30/2024 - The Wealth Consulting Group - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 08/07/2024 - 200 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2024. I expect to spend approximately 200 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. 6. 10/29/2025- SNJ Sunset LLC- Real Estate Rental- INV Related- At The Villages FL-Start date 03/10/2025- 1 Hour Per Month 7. 10/29/2025- Hawryluk Financial LLP- Business Entity For Tax/Investment Purposes Only- INV Related- At Sugar Land, TX- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-12 |
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