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Think818, LLC CRD 289452
$5.05M regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Vsr Fianancial Services Inc | Overland Park | KS | 03/2001 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 09/2016 |
| Chapman Wealth Management | Dallas | TX | 03/2001 | Present |
| Leap Systems | Dallas | TX | 03/2015 | Present |
| Summit Brokerage Services, Inc. | Dallas | TX | 09/2016 | 09/2019 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | Present |
| Think818, Llc | Dallas | TX | 08/2017 | Present |
| Cetera Advisor Networks Llc | Dallas | TX | 09/2019 | Present |
1.) - - CHAPMAN WEALTH MANAGEMENT; NOT INVESTMENT RELATED; 8080 N CENTRAL EXPWY, STE 1325, DALLAS TX 75206; INSURANCE; AGENT; BEGAN 2003; 10 HOURS PER MONTH INCLUDING DURING TRADING; SELLS AND SERVICES POLICIES. (2.) - - LEAP SYSTEMS, INC; NOT INVESTMENT RELATED; VARIOUS INSURANCE AGENCIES AND HOTELS IN THE US; FINANCIAL PLANNING AND LIFE INSURANCE; NATIONAL LEAP SALES TRAINER; 3/2015; 12 HOURS PER MONTH DURING TRADING HOURS; TRAINING ON THE LEAP SYSTEM TO DO ADVANCED FINANCIAL PLANNING AND LIFE INSURANCE. (3) - - Keith E Chapman, Inc; not investment related; at branch office; for tax purposes only; zero hours spent. (4) Think818, LLC, owner, RIA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-24 |
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