DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner33 years in industry

RONALD CHRISTOPHER VERBECK

Advisor at RCV FINANCIAL SERVICES

Liberty Hill, TX | VALENCIA, CA

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:571c0905-bcc4-23b6-4e51-169fea61b06d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 27, 2009 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: RCV FINANCIAL SERVICES
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 7, 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: 3
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: May 7, 1993
First registration: Apr 27, 2009
Dual registered: no
Other names: R CHRISTOPHER VERBECK|CHRIS VERBECK
IAPD individual key: 2349217

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
WEALTH PLANNING GROUP, INC.	State registered	May 27, 2025	n/a	yes	Liberty Hill, TX\|VALENCIA, CA	Current employment
RCV FINANCIAL SERVICES	State registered	May 27, 2025	n/a	yes	VALENCIA, CA	Current employment
STRATEGIC WEALTH ADVISORS GROUP	Former SEC adviser	Dec 11, 2009	Jul 16, 2010	no	VALENCIA, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 8, 2009	Dec 31, 2011	no	SACRAMENTO, CA\|VALENCIA, CA	Previous registration
ASSOCIATED SECURITIES CORP.	n/a	Apr 27, 2009	Sep 8, 2009	no	VALENCIA, CA\|SAN MATEO, CA	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
LPL FINANCIAL LLC	STRATEGIC WEALTH ADVISORS GROUP	Dec 31, 2011	Dec 11, 2009	-750	Firm change after gap	Other
STRATEGIC WEALTH ADVISORS GROUP	WEALTH PLANNING GROUP, INC.	Jul 16, 2010	May 27, 2025	5,429	Firm change after gap	Other
ASSOCIATED SECURITIES CORP.	LPL FINANCIAL LLC	Sep 8, 2009	Sep 8, 2009	0	Firm change	Other

Relationships

Registered with (5)

→ RCV FINANCIAL SERVICESRegistered adviserregistration: current employment
May 27, 2025 to presentfactForm ADV
→ WEALTH PLANNING GROUP, INC.Registered adviserregistration: current employment
May 27, 2025 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to Dec 31, 2011factForm ADV
→ STRATEGIC WEALTH ADVISORS GROUPRegistered adviserregistration: previous registration
Dec 11, 2009 to Jul 16, 2010factForm ADV
→ ASSOCIATED SECURITIES CORP.Registered adviserregistration: previous registration
Apr 27, 2009 to Sep 8, 2009factForm ADV

Dated events

No dated event names this entity yet.