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Current Employers
Lexaurum Advisors

16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-19
TX RA APPROVED 2024-09-23
  • CO RA
    APPROVED
    Since 2026-01-19
  • TX RA
    APPROVED
    Since 2024-09-23

Branch Locations

16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States

8071 Shaffer Parkway, Littleton, CO 80127 • United States

2650 W. Belleview Ave., Suite D-100, Littleton, CO 80123 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bancwest Investment Services Inc. Centennial CO 01/2015 06/2020
Bank Of The West Centennial CO 01/2015 06/2020
Securities America, Inc. Littleton CO 06/2020 06/2024
Securities America Advisors Littleton CO 06/2020 06/2024
Osaic Wealth, Inc. Littleton CO 06/2024 09/2024
Lexaurum Advisors, Llc Overland Park KS 09/2024 Present
  • 01/2015 → 06/2020
    Bancwest Investment Services Inc.
    Centennial, CO
  • 01/2015 → 06/2020
    Bank Of The West
    Centennial, CO
  • 06/2020 → 06/2024
    Securities America, Inc.
    Littleton, CO
  • 06/2020 → 06/2024
    Securities America Advisors
    Littleton, CO
  • 06/2024 → 09/2024
    Littleton, CO
  • 09/2024 → Present
    Lexaurum Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2024-06-14 → 2024-09-25
    Littleton, CO
  • 2020-07-08 → 2024-06-14
    Securities America Advisors, Inc.
    Littleton, CO
  • 2015-01-09 → 2020-07-15
    Bancwest Investment Services, Inc.
    Denver, CO
    Centennial, CO
    Littleton, CO
    Highlands Ranch, CO
    Littleton, CO
    Greenwood Village, CO
    Centennial, CO
  • 2012-12-14 → 2014-06-16
    Colorado Springs, MD
Other Businesses

***IRY ASSOCIATES LLC POSITION: Agent/owner NATURE: Insurance Sales: Life, Disability, and long-term care insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/08/2020 ADDRESS: 2650 W. Belleview Ave., Suite D-100, Littleton CO 80123 DESCRIPTION: Insurance Sales: Life, Disability, and long-term care insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-13
S63 Uniform Securities Agent State Law Examination 2012-05-31
  • S66 Uniform Combined State Law Examination
    2012-12-13
  • S63 Uniform Securities Agent State Law Examination
    2012-05-31

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