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Advisor at THE WEALTH CONSULTING GROUP
LAS VEGAS, NV | KANSAS CITY, MO
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 17, 2023 | n/a | yes | LAS VEGAS, NV|KANSAS CITY, MO | Current employment |
| V WEALTH ADVISORS LLC | Former SEC adviser | Dec 3, 2018 | Dec 31, 2023 | no | Overland Park, KS|OVERLAND PARK, KS|Overland Park, KS|OVERLAND PARK, KS | Previous registration |
| BUTTONWOOD FINANCIAL GROUP, LLC | Independent wealth | Oct 1, 2013 | Sep 19, 2018 | no | KANSAS CITY, MO | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 30, 2010 | Sep 17, 2013 | no | KANSAS CITY, MO | Previous registration |
| EDWARD JONES | National bd RIA | May 7, 2008 | May 3, 2010 | no | KANSAS CITY, MO|GLADSTONE, MO|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| V WEALTH ADVISORS LLC | THE WEALTH CONSULTING GROUP | Dec 31, 2023 | Jul 17, 2023 | -167 | Bulk transfer | RIA to RIA |
| BUTTONWOOD FINANCIAL GROUP, LLC | V WEALTH ADVISORS LLC | Sep 19, 2018 | Dec 3, 2018 | 75 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | BUTTONWOOD FINANCIAL GROUP, LLC | Sep 17, 2013 | Oct 1, 2013 | 14 | Firm change | Other |
| EDWARD JONES | LPL FINANCIAL LLC | May 3, 2010 | Apr 30, 2010 | -3 | Firm change | Other |