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Advisor at THE WEALTH CONSULTING GROUP
SAN JOSE, CA | 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 | Aug 1, 2025 | n/a | yes | LAS VEGAS, NV|SAN JOSE, CA | Current employment |
| MARINER ADVISOR NETWORK | Bd affiliated wealth | Jul 6, 2016 | Aug 19, 2025 | no | San Jose, CA|San Jose, CA|San Jose, CA | Previous registration |
| STRATEGIC WEALTH ADVISORS GROUP | Former SEC adviser | Nov 25, 2015 | Jul 6, 2016 | no | San Jose, CA | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 15, 2004 | Dec 20, 2013 | no | WALNUT CREEK, CA|SAN JOSE, CA|CAMPBELL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARINER ADVISOR NETWORK | THE WEALTH CONSULTING GROUP | Aug 19, 2025 | Aug 1, 2025 | -18 | Firm change | Ibd to RIA |
| STRATEGIC WEALTH ADVISORS GROUP | MARINER ADVISOR NETWORK | Jul 6, 2016 | Jul 6, 2016 | 0 | Bulk transfer | Other |
| MSI FINANCIAL SERVICES, INC. | STRATEGIC WEALTH ADVISORS GROUP | Dec 20, 2013 | Nov 25, 2015 | 705 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283824:173194:CA:2025-08-19 | Aug 19, 2025 | Aug 1, 2025 | SAN JOSE, CA | Firm change |