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Detailed Report
LISA BETH MITROVICH
LISA BETH DASHNAW, LISA BETH VARGAS
CRD#: 5750459
IA
Investment Adviser
B
Broker
THE WEALTH CONSULTING GROUPCRD#: 173194 7676 Hazard Center Drive Ste. 1050
San Diego, CA 92108
LPL FINANCIAL LLCCRD#: 6413 7676 HAZARD CENTER DR STE 1050
SAN DIEGO, CA 92108
Registration History
20202021202220232024202520262 FIRMS2020 - Present (4 years)IATHE WEALTH CONSULTING GROUP (CRD# 173194)2020 - 2020 (<1 year)
License(s)

State Registrations

B
Alabama 11/1/2021
B
Montana 11/1/2021
B
Alaska 11/1/2021
B
Nebraska 11/1/2021
B
Arizona 11/1/2021
B
Nevada 11/6/2020
B
Arkansas 11/1/2021
IA
Nevada 11/9/2020
B
California 9/13/2021
B
New Hampshire 11/1/2021
IA
California 4/8/2022
B
New Jersey 11/1/2021
B
Colorado 11/1/2021
B
New Mexico 11/1/2021
B
Connecticut 11/1/2021
B
New York 11/1/2021
B
Florida 11/1/2021
B
North Carolina 11/3/2021
B
Georgia 11/1/2021
B
Ohio 11/2/2021
B
Hawaii 11/1/2021
B
Oregon 11/1/2021
B
Idaho 11/1/2021
B
Pennsylvania 11/1/2021
B
Illinois 11/1/2021
B
Rhode Island 11/1/2021
B
Indiana 11/1/2021
B
South Carolina 11/1/2021
B
Iowa 11/1/2021
B
South Dakota 11/1/2021
B
Kansas 11/1/2021
B
Tennessee 11/1/2021
B
Kentucky 11/1/2021
B
Texas 11/1/2021
B
Louisiana 11/1/2021
B
Utah 11/1/2021
B
Maine 11/1/2021
B
Vermont 11/1/2021
B
Maryland 11/1/2021
B
Virginia 11/1/2021
B
Massachusetts 11/1/2021
B
Washington 11/1/2021
B
Michigan 11/1/2021
IA
Washington 10/28/2024
B
Minnesota 11/1/2021
B
Wisconsin 11/1/2021
B
Mississippi 11/1/2021
B
Wyoming 11/1/2021
B
Missouri 11/1/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
THE WEALTH CONSULTING GROUP (CRD#:173194)
7676 Hazard Center Drive Ste. 1050, San Diego, CA 92108
Spokane, WA
Registered with this firm since 11/9/2020
B
LPL FINANCIAL LLC (CRD#:6413)
7676 HAZARD CENTER DR STE 1050, SAN DIEGO, CA 92108
SPOKANE, WA
Registered with this firm since 2/7/2020
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 08/31/2020 - 11/04/2020 THE WEALTH CONSULTING GROUP (CRD#:173194) San Diego, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.