DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at THE WEALTH CONSULTING GROUP
Overland Park, KS | LAS VEGAS, NV
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THE WEALTH CONSULTING GROUP | Independent wealth | Jul 14, 2023 | n/a | yes | Overland Park, KS|LAS VEGAS, NV | Current employment |
| V WEALTH ADVISORS LLC | Former SEC adviser | Aug 27, 2010 | Dec 31, 2023 | no | OVERLAND PARK, KS | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Sep 2, 2010 | no | Kansas City, MO | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Nov 1, 1995 | Jun 1, 2009 | no | KANSAS CITY, MO|KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| V WEALTH ADVISORS LLC | THE WEALTH CONSULTING GROUP | Dec 31, 2023 | Jul 14, 2023 | -170 | Bulk transfer | RIA to RIA |
| MORGAN STANLEY | V WEALTH ADVISORS LLC | Sep 2, 2010 | Aug 27, 2010 | -6 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |