Phillip Todd Ramsey

Current Employers

Employment History

• 12/2014 → 11/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 08/2015 → 11/2016
  Vsr Advisory Services
  Overland Park, KS
• 09/2016 → Present
  Summit Brokerage Services, Inc.
  Johnston, IA
• 09/2016 → Present
  Summit Financial Group Inc.
  Johnston, IA
• 05/2017 → Present
  Uncommon Wealth Partners, Llc
  Ankeny, IA
• 03/2023 → Present
  Uncommon Wealth Partners, Llc
  Ankeny, IA

Previous Registrations

• 2016-09-02 → 2017-07-20
  Summit Financial Group Inc
  Johnston, IA
  Ankeny, IA
• 2016-09-02 → 2016-11-02
  Vsr Financial Services, Inc.
  Johnston, IA
  Overland Park, KS
• 2015-08-12 → 2016-09-01
  Vsr Financial Services, Inc.
  Johnston, IA
  Overland Park, KS

Other Businesses

(1) Ramsey0126 LLC; Investment Related; 914 NE 53rd Ct. Ankeny, IA 50021; Corporation set up to aid with taxes; President and CEO; 07/02/2015; Hour hours Per Month; 0 Hours Spent During Trading Hours; Allocate Funds and Manage the Money. (2) ACCELERATION GROUP; NOT INVESTMENT RELATED; 5460 MERLE HAY ROAD SUITE J, JOHNSTON, IA 50131; COACHING OTHERS HOW TO SELL LIFE INSURANCE; COACHING; STARTED 1/1/2015; APX 1 HOUR/MONTH, NONE DURING TRADING; TRAIN LIFE INSURANCE AGENTS (3) COLEMAN QUINER DEWHURST AND RAMSEY; INVESTMENT RELATED; 5460 MERLE HAY ROAD SUITE J, JOHNSTON, IA 50131; COMPANY SET UP TO PUT IN REVENUE; PARTNER AND ADVISOR; STARTED 3/1/2016; APX 0 HOURS/MONTH, 0 DURING TRADING; CORPORATION USED FOR REVENUE (4) HOA PRESIDENT; NOT INVESTMENT RELATED; 914 NE 53RD CT, ANKENY, IA 50021; CHARITY/NON-PROFIT; PRESIDENT; STARTED 1/1/2014; APX 1 HOUR/MONTH, .0002 DURING TRADING; SIGN OFF WHEN PEOPLE WANT TO MOVE, MAKE SURE THEY PAY THEIR DUES (5) SPIKEBALL; NOT INVESTMENT RELATED; 914 NE 53RD CT, ANKENY, IA 50021; PROMOTE A NEW SPORT CALLED SPIKEBALL; AMBASSADOR; STARTED 1/1/2015; APX 5 HOURS/MONTH, NONE DURING TRADING; PROMOTE SPIKEBALL (6) THE FOUNDATION GROUP; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; DBA NAME; ADVISOR; STARTED 10/1/2016; APX 160 HOURS/MONTH, ALL DURING TRADING; DBA NAME (7) PHILLIP RAMSEY; OT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; REVERSE MORTGAGES; REP; STARTED 10/1/2016; APX 4 HOURS/MONTH, 0.5 DURING TRADING; WHEN THE SITUATION COMES UP MAKING THE CONNECTION TO LOOK INTO A HOME EQUITY CONVERSION MORTGAGE

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-11
• S63 Uniform Securities Agent State Law Examination
  2011-12-31