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Advisor at LEXAURUM ADVISORS
OVERLAND PARK, KS | LEE'S SUMMIT, 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 |
|---|---|---|---|---|---|---|
| LEXAURUM ADVISORS | Independent wealth | Sep 16, 2019 | n/a | yes | OVERLAND PARK, KS|LEE'S SUMMIT, MO | Current employment |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Jul 29, 2009 | Oct 1, 2019 | no | DALLAS, TX|LEES SUMMIT, MO|LEES SUMMIT, MO | Previous registration |
| WADDELL & REED | Former SEC adviser | Aug 31, 2006 | Jan 26, 2009 | no | INDEPENDENCE, MO|LEES SUMMIT, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES | LEXAURUM ADVISORS | Oct 1, 2019 | Sep 16, 2019 | -15 | Firm change | Ibd to RIA |
| WADDELL & REED | AVANTAX ADVISORY SERVICES | Jan 26, 2009 | Jul 29, 2009 | 184 | Firm change | Other |