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6275 W. Plano Parkway Suite 500, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-05 |
Branch Locations
6275 W. Plano Parkway Suite 500, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services Inc | Overland Park | KS | 01/2000 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 09/2016 |
| Deramus Wealth Management, Llc | Plano | TX | 10/2007 | Present |
| Summit Brokerage Services, Inc. | Dallas | TX | 09/2016 | 09/2019 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 05/2021 |
| Deramus Wealth Management, Llc | Plano | TX | 01/2017 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2019 | 05/2023 |
1) THE M3 GROUP, LLC; NON INVESTMENT RELATED; 6362 SOUTHPOINT DRIVE, DALLAS, TX 75243; REAL ESTATE RENTAL; OWNER; START DATE 01/01/1987; 10 HOURS A MONTH AND 0 HOURS DURING TRADING; Purchase and manage residential and commercial real estate for rents 2) Capital Advisors Group; Investment Related; 6362 Southpoint Dr Dallas TX 75248; Through a network of diverse specialized professionals, I advise individuals and business owners on reducing business risks and related expenses. I also form strategic alliances with tax professionals, who, in their professional capacity, help these individuals and business owners with tax reduction strategies by providing more proactive and holistic services. ; CEO; Start date: 2026-02-06; Hours per month during trading hours: 4; Hours per month outside trading hours: 4 3) Insurance Agent; Investment related; Start date 09/01/2016; Address same as branch; Agent; life, disability, long term care, and fixed annuities; 4 hours a month, 1 hour during trading 4) PRESTON GREEN HOMEOWNERS ASSOCIATION; INVESTMENT RELATED: NO; 6449 CEDAR HOLLOW, DALLAS, TX 75248; HOA BOARD; START DATE: 3/2023; ARCHITECTURAL COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; WALK PROPERTY PERIODICALLY TO IDENTIFY & REPORT ISSUES RELATED TO TOWNHOME EXTERIOR VISUAL UNIFORMITY COMPLIANCE WITH HOA;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-28 |
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