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Advisor at PCG WEALTH MANAGEMENT
OVERLAND PARK, KS
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 |
|---|---|---|---|---|---|---|
| PCG WEALTH MANAGEMENT | Independent wealth | Jan 3, 2018 | n/a | yes | OVERLAND PARK, KS | Current employment |
| V WEALTH ADVISORS LLC | Former SEC adviser | Jan 6, 2017 | Dec 31, 2017 | no | Kansas City, MO|OVERLAND PARK, KS | Previous registration |
| WADDELL & REED | Former SEC adviser | May 20, 1997 | Jan 20, 2017 | no | SHAWNEE, KS|SPRINGFIELD, MO|OVERLAND PARK, KS|CHARLEROI, PA|EVERGREEN PARK, IL|KANSAS CITY, MO|INDEPENDENCE, MO|SHAWNEE, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| V WEALTH ADVISORS LLC | PCG WEALTH MANAGEMENT | Dec 31, 2017 | Jan 3, 2018 | 3 | Firm change | RIA to new firm |
| WADDELL & REED | V WEALTH ADVISORS LLC | Jan 20, 2017 | Jan 6, 2017 | -14 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153278:290977:KS:2017-12-31 | Dec 31, 2017 | Jan 3, 2018 | OVERLAND PARK, KS | Firm change |