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Keith Eric Chapman

Think818, LLC

Dallas, TX

CRD 2827556

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Employer firm

Think818, LLC CRD 289452

$5.05M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Think818, Llc

Dallas, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-08-28
  • TX RA
    APPROVED
    Since 2017-08-28

Branch Locations

Dallas, TX • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2001 → 09/2016
    Vsr Fianancial Services Inc
    Overland Park, KS
  • 08/2007 → 09/2016
    Vsr Advisory Services
    Overland Park, KS
  • 03/2001 → Present
    Chapman Wealth Management
    Dallas, TX
  • 03/2015 → Present
    Leap Systems
    Dallas, TX
  • 09/2016 → 09/2019
    Summit Brokerage Services, Inc.
    Dallas, TX
  • 09/2016 → Present
    Summit Financial Group Inc
    Boca Raton, FL
  • 08/2017 → Present
    Dallas, TX
  • 09/2019 → Present
    Cetera Advisor Networks Llc
    Dallas, TX
Previous Registrations
  • 2016-09-01 → 2019-12-18
    Summit Financial Group Inc
    Dallas, TX
    Dallas, TX
  • 2003-02-07 → 2016-09-01
    Vsr Financial Services, Inc.
    Dallas, TX
    Dallas, TX
    Overland Park, KS
    Worden, IL
    Overland Park, KS
  • 2001-05-16 → 2003-02-07
    The Masters, Inc.
    Dallas, TX
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-02-24
  • S63 Uniform Securities Agent State Law Examination
    1997-02-24

View on SEC IAPD

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