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Advisor at LEXAURUM ADVISORS
Overland Park, KS | OVERLAND PARK, KS
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 | May 2, 2018 | n/a | yes | Overland Park, KS|OVERLAND PARK, KS | Current employment |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | Sep 1, 2016 | May 14, 2018 | no | OVERLAND PARK, KS | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Aug 20, 2014 | Sep 1, 2016 | no | OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC | LEXAURUM ADVISORS | May 14, 2018 | May 2, 2018 | -12 | Firm change | Ibd to RIA |
| VSR ADVISORY SERVICES | SUMMIT FINANCIAL GROUP INC | Sep 1, 2016 | Sep 1, 2016 | 0 | Bulk transfer | Other |