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9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-09-30 |
Branch Locations
9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States
Los Angeles, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larson Financial Group, Llc | Saint Louis | MO | 04/2011 | 09/2020 |
| Larson Financial Securities, Llc | Saint Louis | MO | 04/2011 | 09/2020 |
| Vestia Personal Wealth Advisors | Fort Wayne | IN | 09/2020 | Present |
| Ausdal Financial Partners Inc. | Downers Grove | IL | 10/2020 | 03/2023 |
| The Securities Group, Llc Dba Mammoth Research | Fort Wayne | IN | 03/2023 | 07/2023 |
1. VESTIA ADVISORS, LLC (DBAS "VESTIA PERSONAL WEALTH ADVISORS" AND "VESTIA RETIREMENT PLAN CONSULTANT"); INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; SEC REGISTERED INVESTMENT ADVISER; 10/2020; 160 HOURS PER MONTH; 140 HOURS PER MONTH DURING TRADING HOURS; PARTNER/OWNER. 2. VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); INVESTMENT RELATED; FIXED INSURANCE AGENCY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; AGENT; 10/2020; 4 HOURS PER MONTH; 4 HOURS PER MONTH DURING TRADING HOURS; PARTNER/OWNER. 3. VESTIA HOLDINGS, LLC; ADMINISTRATIVE SUPPORT ENTITY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 10/2020; <1 HOUR PER MONTH; <1 HOUR PER MONTH DURING TRADING HOURS; PARTNER/OWNER. 4. VESTIA VENTURES, LLC; MANAGING MEMBER OF SPVS MIRUS, MIRUS QP AND MIRUS NEW OPPORTUNITY, CONSULTING FIRM, AND ANGEL INVESTOR; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 10/2020; <1 HOURS PER MONTH; <1 HOURS PER MONTH DURING TRADING HOURS; PARTNER/OWNER. 5. VESTIA BROKERAGE, LLC; CONTRACTUAL RELATIONSHIP REQUIRING ASSIGNMENT OF CERTAIN COMMISSIONS; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 10/2020; <1 HOUR PER MONTH; <1 HOUR PER MONTH DURING TRADING HOURS; PARTNER/OWNER. 6. VESTIA CONTRACT NEGOTIATION, LLC; CONTRACT NEGOTIATION SERVICES FOR PROFESSIONALS; NON-INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 10/2020; <1 HOUR PER MONTH; <1 HOUR PER MONTH DURING TRADING HOURS; PARTNER/OWNER. 7. HELD-AWAY METHOD, LLC; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; INTELLECTUAL PROPERTY/CONSULTING SERVICE; OWNER; 10/2020; <1 HOURS PER MONTH, ALL DURING SECURITIES HOURS; CONSULTING SERVICES THROUGH THE BUSINESS TO OTHER BUSINESSES AND LICENSE TO USE OUR HELD-AWAY METHOD FOR INVESTMENT MANAGEMENT. 8. LOUD CAPITAL, LLC; INVESTMENT RELATED; PRIVATE EQUITY FUND COMPANY THAT PROVIDES GP AND MANAGEMENT SERVICES TO PRIVATE INVESTMENT FUNDS; 550 WEST WASHINGTON BLVD, SUITE 201, CHICAGO, IL, 60661; INVESTOR; 10/2020; <1 HOURS PER MONTH, ALL DURING SECURITIES HOURS; VENTURE CAPITAL FIRM PROVIDING CAPITAL, ENTREPRENEURSHIP, AND EDUCATION. 9. 6174 HOLDINGS, INC.; PROVIDES MANAGEMENT AND CONSULTING SERVICES FOR VESTIA HOLDINGS, LLC; 6174 OUTLOOK AVE, LOS ANGELES, CA 90042; MANAGING MEMBER; 01/2018; <1 HOUR PER MONTH; <1 HOUR PER MONTH DURING TRADING HOURS. 10. MAMMOTH INVESTORS, LLC; INVESTMENT RELATED; FORT WAYNE, IN; VENTURE CAPITAL; PRIVATE INVESTOR, EXTERNAL REFERRAL RESOURCE; ACTIVITY BEGAN JAN 2021; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY DURING TRADING HOURS; INTRODUCE VETTED CLIENTS TO POTENTIAL INVESTMENTS OF VENTURE CAPITAL FUNDS. 11. WAVERLY PARK HOMEOWNERS ASSOCIATION, INC; PALM DESERT, CA; HOMEOWNERS ASSOCIATION AGENT; BOARD MEMBER AND TREASURER; ACTIVITY BEGINS 03/2022; I DEVOTE 8 HOURS PER MONTH TO THIS ACTIVITY WITH 2 OF THOSE HOURS DURING TRADING HOURS; DISBURSEMENT AUTHORIZATIONS, PREPARE BUDGETS, RECONCILE ACCOUNTS AND ATTEND BOARD MEETINGS. 12. OWNER OF SECOND HOME USED FOR PART-TIME RENTALS IN PALM SPRINGS, CA. REAL ESTATE INVESTMENT RELATED. 5/2023; APPROX. 6HRS/MONTH. 13. VESTIA PROPERTIES LLC; INVESTMENT RELATED; FORT WAYNE, IN; BOARD OF REAL ESTATE PARTNERSHIP; PARTNER AND OWNER; 07/2025; 1 HR/MO, ALL DURING TRADING HOURS; BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-22 |
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