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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 | LAS VEGAS, NV|Overland Park, KS | Current employment |
| V WEALTH ADVISORS LLC | Former SEC adviser | Feb 6, 2020 | Dec 31, 2023 | no | OVERLAND PARK, KS | Previous registration |
| FIRSTPOINT FINANCIAL, LLC | Former SEC adviser | Apr 14, 2015 | Mar 22, 2017 | no | OVERLAND PARK, KS | Previous registration |
| Mariner | Bd affiliated wealth | Mar 17, 2015 | Feb 3, 2020 | no | OVERLAND PARK, KS | Previous registration |
| MARINER WEALTH ADVISORS | Former SEC adviser | Jan 15, 2015 | Mar 31, 2018 | no | OVERLAND PARK, KS | Previous registration |
| FIRSTPOINT FINANCIAL, LLC | Former SEC adviser | Dec 5, 2014 | Jan 21, 2016 | no | LEAWOOD, KS | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Apr 8, 2014 | Oct 28, 2014 | no | Overland Park, KS | 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 |
| Mariner | FIRSTPOINT FINANCIAL, LLC | Feb 3, 2020 | Apr 14, 2015 | -1,756 | Firm change after gap | Other |
| MARINER WEALTH ADVISORS | Mariner | Mar 31, 2018 | Mar 17, 2015 | -1,110 | Firm change after gap | Other |
| FIRSTPOINT FINANCIAL, LLC | V WEALTH ADVISORS LLC | Mar 22, 2017 | Feb 6, 2020 | 1,051 | Firm change after gap | Other |
| FIRSTPOINT FINANCIAL, LLC | MARINER WEALTH ADVISORS | Jan 21, 2016 | Jan 15, 2015 | -371 | Channel change | Other |
| SECURIAN FINANCIAL SERVICES, INC. | FIRSTPOINT FINANCIAL, LLC | Oct 28, 2014 | Dec 5, 2014 | 38 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170703:140195:KS:2018-03-31 | Mar 31, 2018 | Mar 17, 2015 | OVERLAND PARK, KS | Firm change after gap |
| 168793:170703:KS:2016-01-21 | Jan 21, 2016 | Jan 15, 2015 | LEAWOOD, KS | Firm change after gap |