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16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-12-12 |
Branch Locations
12990 Livestock Road, Sykesville, MD 21784 • 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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-05 |
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