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Current Employers
Vestia Personal Wealth Advisors

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2020-09-30
  • MO RA
    APPROVED
    Since 2020-09-30

Branch Locations

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

St Louis, MO • 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
Larson Financial Group, Llc St. Louis MO 10/2012 03/2018
Larson Financial Securities, Llc St. Louis MO 10/2012 03/2018
Larson Financial Group, Llc St Louis MO 04/2018 09/2020
Larson Financial Securities, Llc St Louis MO 04/2018 09/2020
Ausdal Financial Partners, Inc. Downers Grove IL 10/2020 Present
Vestia Personal Wealth Advisors Fort Wayne IN 09/2020 Present
Previous Registrations
Other Businesses

1. AUSDAL FINANCIAL PARTNERS; INVESTMENT RELATED; REGISTERED REPRESENTATIVE; 10/2020; HOURS DEPENDING ON BUSINESS NEEDS; INVESTMENT ADVICE. 2. VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); INVESTMENT RELATED; FIXED INSURANCE AGENCY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; CEO/AGENT; 10/2020; 4 HOURS PER MONTH; 4 HOURS PER MONTH DURING TRADING HOURS; AGENT. 3. VESTIA ADVISORS, LLC (DBAS "VESTIA PERSONAL WEALTH ADVISORS" AND "VESTIA RETIREMENT PLAN CONSULTANT"); INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; SEC REGISTERED INVESTMENT ADVISER; 10/2020; 160 HOURS PER MONTH; 140 HOURS PER MONTH DURING TRADING HOURS; ADVISOR.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-10
S63 Uniform Securities Agent State Law Examination 2005-03-14
  • S66 Uniform Combined State Law Examination
    2015-06-10
  • S63 Uniform Securities Agent State Law Examination
    2005-03-14
Designations
Other Names
  • Jennifer Anne Lee

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