DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

SYBIL LEE POAGE

Advisor at THE WEALTH CONSULTING GROUP

Des Moines, IA | LAS VEGAS, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a2e3d29-02c6-ed6a-1e8f-e85df4342217

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jan 4, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE WEALTH CONSULTING GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 16, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 16, 1993
First registration: Jan 4, 2010
Dual registered: yes, broker-dealer
Other names: SYBIL LEE BURCHAM|SYBIL LEE DOWEN|SYBIL LEE DOWEN
IAPD individual key: 2381007

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE WEALTH CONSULTING GROUP	Independent wealth	Sep 10, 2025	n/a	yes	LAS VEGAS, NV\|Des Moines, IA	Current employment
SORRENTO PACIFIC FINANCIAL, LLC	Former SEC adviser	Dec 15, 2017	Aug 10, 2020	no	Des Moines, IA\|SAN DIEGO, CA	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Dec 7, 2015	Dec 15, 2017	no	Des Moines, IA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Mar 2, 2015	Nov 23, 2015	no	NASHVILLE, TN\|NASHVILLE, TN\|NASHVILLE, TN\|JOELTON, TN\|SPRINGFIELD, TN\|GOODLETTSVILLE, TN	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Jul 18, 2013	Mar 11, 2015	no	MINNETONKA, MN\|MT JULIET, TN\|JOHNSTON, IA\|KNOXVILLE, TN\|MT JULIET, TN	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Aug 13, 2012	Jul 10, 2013	no	ANKENY, IA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 1, 2010	Sep 6, 2012	no	ANKENY, IA\|CLIVE, IA\|WEST DES MOINES, IA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jan 4, 2010	Nov 18, 2010	no	INDIANOLA, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SORRENTO PACIFIC FINANCIAL, LLC	THE WEALTH CONSULTING GROUP	Aug 10, 2020	Sep 10, 2025	1,857	Firm change after gap	Ibd to RIA
INVEST FINANCIAL CORPORATION	SORRENTO PACIFIC FINANCIAL, LLC	Dec 15, 2017	Dec 15, 2017	0	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	INVEST FINANCIAL CORPORATION	Nov 23, 2015	Dec 7, 2015	14	Firm change	Other
CETERA ADVISOR NETWORKS LLC	SUNTRUST INVESTMENT SERVICES, INC.	Mar 11, 2015	Mar 2, 2015	-9	Firm change	Other
CETERA INVESTMENT SERVICES LLC	CETERA ADVISOR NETWORKS LLC	Jul 10, 2013	Jul 18, 2013	8	Channel change	Other
LPL FINANCIAL LLC	CETERA INVESTMENT SERVICES LLC	Sep 6, 2012	Aug 13, 2012	-24	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	LPL FINANCIAL LLC	Nov 18, 2010	Nov 1, 2010	-17	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
12984:127787:IA:2017-12-15	Dec 15, 2017	Dec 15, 2017	DES MOINES, IA	Firm change

Relationships

Registered with (8)

→ THE WEALTH CONSULTING GROUPRegistered adviserregistration: current employment
Sep 10, 2025 to presentfactForm ADV
→ SORRENTO PACIFIC FINANCIAL, LLCRegistered adviserregistration: previous registration
Dec 15, 2017 to Aug 10, 2020factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Dec 7, 2015 to Dec 15, 2017factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Mar 2, 2015 to Nov 23, 2015factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Jul 18, 2013 to Mar 11, 2015factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Aug 13, 2012 to Jul 10, 2013factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 1, 2010 to Sep 6, 2012factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jan 4, 2010 to Nov 18, 2010factForm ADV

Dated events

No dated event names this entity yet.