Linda Louise Stapf

Employer firm

Lexaurum Advisors CRD 283653

$1.27B regulatory AUM 52 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2001 → 03/2017
  Immediate Mortgage Inc.
  Monrovia, MD
• 01/2005 → Present
  Linda L. Stapf Cpa, Pa.
  Sykesville, MD
• 08/2016 → 12/2019
  Triad Advisors, Inc.
  Norcross, GA
• 08/2016 → 12/2019
  The Prosperity Consulting Group, Llc
  Sykesville, MD
• 12/2019 → Present
  Lexaurum Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2016-08-01 → 2019-12-13
  Prosperity - An Eisneramper Company
  Sykesville, MD
• 1997-01-30 → 2016-08-01
  1St Global Advisors Inc
  Sykesville, MD

Other Businesses

1)Livestock Properties LLC;not investment related;Sykesville,MD;rental real estate;owner,member;3/4/2004;1 hr/month;0 hrs during trading;pay bills,collect rent,arrange for any building maintenance 2)Benefit Mall;health insurance sales;independent contractor;7/2002;1 hr/month;0 hrs during trading;referrals only 3)Fixed insurance sales;Sykesville,MD;fixed insurance sales commission;3/2013;0 hrs/month;0 hrs during trading;one time insurance case 4)Linda L Stapf CPA,PA;not investment related;12990 Livestock Rd,Sykesville,MD 21784;tax,accounting practice;owner;10/1/1989;< 40 hrs/month;6 hrs during trading;supervision of employees, preparation of tax and financial statements,operations of firm,marketing, tech support

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-29
• S63 Uniform Securities Agent State Law Examination
  1996-03-05

Other Names

• Linda Louise Scheel