DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at THE WEALTH CONSULTING GROUP
LAS VEGAS, NV | San Diego, CA
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 | Mar 6, 2026 | n/a | yes | LAS VEGAS, NV|San Diego, CA|San Diego, CA | Current employment |
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Jan 15, 2025 | Mar 2, 2026 | no | San Diego, CA|FORT WORTH, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 27, 2020 | Aug 31, 2023 | no | SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| FIRST ALLIED SECURITIES, INC. | Former SEC adviser | Aug 3, 2012 | Aug 29, 2012 | no | SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| FIRST ALLIED ADVISORY SERVICES, INC. | Former SEC adviser | Aug 2, 2012 | Apr 22, 2020 | no | SAN DIEGO, CA | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Oct 24, 2002 | Jan 14, 2009 | no | PASADENA, CA|LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST COMMAND ADVISORY SERVICES | THE WEALTH CONSULTING GROUP | Mar 2, 2026 | Mar 6, 2026 | 4 | Firm change | Ibd to RIA |
| LPL FINANCIAL LLC | FIRST COMMAND ADVISORY SERVICES | Aug 31, 2023 | Jan 15, 2025 | 503 | Firm change after gap | Ibd to ibd |
| FIRST ALLIED ADVISORY SERVICES, INC. | FIRST ALLIED SECURITIES, INC. | Apr 22, 2020 | Aug 3, 2012 | -2,819 | Firm change after gap | Other |
| FIRST ALLIED SECURITIES, INC. | LPL FINANCIAL LLC | Aug 29, 2012 | Jul 27, 2020 | 2,889 | Firm change after gap | Other |
| WELLS FARGO INVESTMENTS, LLC | FIRST ALLIED ADVISORY SERVICES, INC. | Jan 14, 2009 | Aug 2, 2012 | 1,296 | Firm change after gap | Other |