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Linda Louise Stapf

Lexaurum Advisors

Sykesville, MD

Overland Park, KS

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Current Employers
Lexaurum Advisors

16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2019-12-12
  • MD RA
    APPROVED
    Since 2019-12-12

Branch Locations

12990 Livestock Road, Sykesville, MD 21784 • United States

16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Immediate Mortgage Inc. Monrovia MD 11/2001 03/2017
Linda L. Stapf Cpa, Pa. Sykesville MD 01/2005 Present
Triad Advisors, Inc. Norcross GA 08/2016 12/2019
The Prosperity Consulting Group, Llc Sykesville MD 08/2016 12/2019
Lexaurum Advisors, Llc Overland Park KS 12/2019 Present
  • 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
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-29
S63 Uniform Securities Agent State Law Examination 1996-03-05
  • S65 Uniform Investment Adviser Law Examination
    1996-11-29
  • S63 Uniform Securities Agent State Law Examination
    1996-03-05
Other Names
  • Linda Louise Scheel

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