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16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-17 |
| KS | RA | APPROVED | 2018-05-02 |
Branch Locations
Overland Park, KS • United States
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, Inc | Overland Park | KS | 06/2014 | 09/2016 |
| Gemini Financial Advisors | Overland Park | KS | 06/2014 | Present |
| Vsr Advisory Services | Overland Park | KS | 08/2014 | 09/2016 |
| Summit Brokerage Services, Inc. | Overland Park | KS | 09/2016 | 04/2018 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 04/2018 |
| Lexaurum Advisors, Llc | Overland Park | KS | 04/2018 | Present |
(1) OWNER OF GEMINI FINANCIAL ADVISORS, LLC; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; FIXED AND TRADITIONAL INSURANCE; AGENT; BEGAN SEPTEMBER 2014; APPROXIMATELY 4 HOURS PER WEEK INCLUDING DURING TRADING HOURS; FIXED AND TRADITIONAL INSURANCE SALES. (2) NOTARY; NOT INVESTMENT RELATED; 13431 W 173RD TERRACE, OVERLAND PARK, KS 66221; NOTARY PUBLIC; STARTED 9/1/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-23 |
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