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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services, Inc. | Benton | AR | 09/2016 | 03/2017 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 03/2017 |
| Sowell Management Services | North Little Rock | AR | 03/2017 | 12/2020 |
| Veritas Independent Partners | Conway | AR | 01/2019 | 12/2020 |
| Lexaurum Advisors, Llc | Overland Park | KS | 10/2022 | 08/2023 |
| Unemployed | Benton | AR | 12/2020 | 10/2022 |
| Mariner Wealth Advisors | Overland Park | KS | 08/2023 | Present |
| Vsr Advisory Services, Inc | Overland Park | KS | 02/2010 | 09/2016 |
| Vsr Financial Services, Inc | Overland Park | KS | 02/2010 | 09/2016 |
JW Downtown Partners, LLC; not investment related; at branch office; I am a 50/50 partner in LLC that owns the building at 147 S. Market Street in Benton, Arkansas; our office is located here, and we rent the upstairs to two attorneys who are not affiliated with us, and do not offer investment services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-22 |
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