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RIA / WealthAdvisorChartered Financial Consultant39 years in industry

GEORGE PETER FIELDS

Advisor at LEXAURUM ADVISORS

OVERLAND PARK, KS | LITTLETON, CO

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Search this name across graphsid dfx:ria:634c9a90-a952-4d0c-83ba-2fd1dc3762c9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 1, 1999 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LEXAURUM ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 2, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Oct 2, 1986
First registration: Jan 1, 1999
Dual registered: no
Other names: PETE FIELDS
IAPD individual key: 868364

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LEXAURUM ADVISORS	Independent wealth	Sep 23, 2024	n/a	yes	LITTLETON, CO\|LITTLETON, CO\|OVERLAND PARK, KS	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 14, 2024	Sep 25, 2024	no	LITTLETON, CO	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jan 27, 2017	Jun 14, 2024	no	LITTLETON, CO	Previous registration
SUMMIT FINANCIAL GROUP INC	Former SEC adviser	Sep 1, 2016	Feb 7, 2017	no	LITTLETON, CO	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Feb 7, 2003	Nov 2, 2016	no	OVERLAND PARK, KS\|LITTLETON, CO\|LITTLETON, CO\|LITTLETON, CO\|OVERLAND PARK, KS\|LITTLETON, CO\|OVERLAND PARK, KS	Previous registration
CAPITAL RESOURCE GROUP, INC.	n/a	Jan 1, 1999	Dec 31, 2016	no	LITTLETON, CO	Previous registration
THE MASTERS, INC.	n/a	Jan 1, 1999	Feb 7, 2003	no	LITTLETON, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	LEXAURUM ADVISORS	Sep 25, 2024	Sep 23, 2024	-2	Firm change	Ibd to RIA
SECURITIES AMERICA ADVISORS, INC.	OSAIC WEALTH, INC.	Jun 14, 2024	Jun 14, 2024	0	Bulk transfer	Ibd to ibd
SUMMIT FINANCIAL GROUP INC	SECURITIES AMERICA ADVISORS, INC.	Feb 7, 2017	Jan 27, 2017	-11	Firm change	Other
CAPITAL RESOURCE GROUP, INC.	VSR ADVISORY SERVICES	Dec 31, 2016	Feb 7, 2003	-5,076	Firm change after gap	Other
VSR ADVISORY SERVICES	SUMMIT FINANCIAL GROUP INC	Nov 2, 2016	Sep 1, 2016	-62	Channel change	Other
THE MASTERS, INC.	CAPITAL RESOURCE GROUP, INC.	Feb 7, 2003	Jan 1, 1999	-1,498	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
23131:283653:CO:2024-09-25	Sep 25, 2024	Sep 23, 2024	LITTLETON, CO	Firm change
109485:110518:CO:2017-02-07	Feb 7, 2017	Jan 27, 2017	LITTLETON, CO	Firm change
14503:109485:KS:2016-10-31	Nov 2, 2016	Sep 1, 2016	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (7)

→ LEXAURUM ADVISORSRegistered adviserregistration: current employment
Sep 23, 2024 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 14, 2024 to Sep 25, 2024factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jan 27, 2017 to Jun 14, 2024factForm ADV
→ SUMMIT FINANCIAL GROUP INCRegistered adviserregistration: previous registration
Sep 1, 2016 to Feb 7, 2017factForm ADV
→ CAPITAL RESOURCE GROUP, INC.Registered adviserregistration: previous registration
Jan 1, 1999 to Dec 31, 2016factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Feb 7, 2003 to Nov 2, 2016factForm ADV
→ THE MASTERS, INC.Registered adviserregistration: previous registration
Jan 1, 1999 to Feb 7, 2003factForm ADV

Dated events

Occurred
Sep 25, 2024
Advisor changed firm
George Peter Fields left Osaic Wealth, Inc. for Lexaurum Advisors (registered 2024-09-23)
Form ADVobserved 6 days ago