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8080 Conser St., Overland Park, KS 66204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-26 |
Branch Locations
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-07-19 |
Branch Locations
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services | Overland Park | KS | 05/2005 | 11/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 11/2016 |
| Lexaurum Advisors, Llc | Overland Park | KS | 07/2018 | Present |
| Law Office Of Will Helixon | Kansas City | MO | 11/2016 | 07/2018 |
| Law Office Of Jon Stanfield | Lenexa | KS | 07/2018 | 08/2019 |
| Rees, Kincaid & Stanfield | Overland Park | KS | 08/2019 | Present |
| World Class Unlimited, Inc. | Overland Park | KS | 01/2026 | Present |
Rees, Kincaid & Stanfield, Partner, not investment-related. Started 8/2019. Hours per month 20 (8-10 during securities trading hours). Assist clients with preparing estate planning documents and trust administration, military law matters, financial defense, and expert witness services. 6240 W. 135th St., Suite 100, Overland Park KS 66223.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-17 |
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