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16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-06-18 |
| TX | RA | APPROVED_RES | 2018-06-02 |
Branch Locations
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • 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 |
|---|---|---|---|---|
| Various Insurance Carriers | Guthrie | OK | 03/2005 | Present |
| Vsr Financial Services, Inc | Overland Park | KS | 07/2006 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 09/2016 |
| Integrative Risk Management, Llc | Oklahoma City | OK | 07/2006 | Present |
| Summit Brokerage Services, Inc. | Oklahoma City | OK | 09/2016 | 04/2018 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 04/2018 |
| Lexaurum Advisors, Llc | Overland Park | KS | 05/2018 | Present |
(1) OWNER OF INTEGRATIVE RISK MANAGEMENT, LLC; INVESTMENT RELATED; 324 W HEFNER RD, OKLAHOMA CITY, OK 73114; BEGAN JANUARY 1, 2005; APX 4 HOURS PER WEEK ALL DURING TRADING; GENERAL INSURANCE BUSINESS; (2) PARTNER IN STRENGTHENING OKLAHOMA LLC; NOT INVESTMENT RELATED; 9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114; CONSULTING, MARKETING, AND NIL DEALS FOR COLLEGE ATHLETES; BEGAN JULY 1, 2022; APX 8 HOURS PER MONTH, 4 HOURS PER WEEK DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-01 |
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