Steven Mark Cervantes

Current Employers

Employment History

• 07/2016 → 03/2017
  Opus Financial Partners, Llc
  Irvine, CA
• 07/2016 → 03/2017
  Opus Bank
  Irvine, CA
• 10/2016 → 03/2017
  Opus Equity Partners
  Irvine, CA
• 10/2017 → 10/2018
  Larson Financial Securities
  St. Louis, MO
• 12/2017 → 10/2018
  Larson Financial Securities, Llc
  St. Louis, MO
• 12/2017 → 10/2018
  Larson Financial Securities, Llc
  St. Louis, MO
• 02/2018 → 10/2018
  Larson Financial Securities, Llc
  St Louis, MO
• 02/2018 → 10/2018
  Larson Financial Group, Llc
  St Louis, MO
• 01/2018 → 10/2018
  Larson Financial Holdings Llc
  St. Louis, MO
• 01/2018 → 10/2018
  Larson Financial Group Llc
  St. Louis, MO
• 09/2002 → Present
  K Street Capital (Dba K Street)
  Franklin, TN
• 01/2021 → Present
  Virtue Capital Management
  Brentwood, TN
• 10/2020 → 03/2022
  Lifemark Securities Corp.
  Rochester, NY
• 01/2021 → Present
  Summit Capital Solutions
  Brentwood, TN

Previous Registrations

• 2019-01-23 → 2020-06-10
  K Street Capital Partners
  St. Louis, MO
• 2017-10-23 → 2018-10-17
  Larson Financial Group, Llc
  Saint Louis, MO
• 2015-11-06 → 2016-06-03
  Wealthfront Advisers Llc
  Palo Alto, CA
• 2015-06-22 → 2015-10-22
  Principal Securities, Inc.
  San Jose, CA
• 2014-05-16 → 2014-12-31
  Foothill Securities, Inc.
  Santa Clara, CA
• 2012-01-05 → 2014-05-21
  Questar Asset Management, Inc.
  Minneapolis, MN
• 2005-06-22 → 2009-11-24
  Morgan Keegan & Company, Llc
  Memphis, TN
  Memphis, TN

Other Businesses

(1) K STREET CAPITAL FRANKLIN TN CEO - Insurance Sales and Other Consulting Services NON-INVESTMENT RELATED 2) VIRTUE CAPITAL MANAGEMENT, LLC / BRENTWOOD, TN / SINCE 01/2021 / CHIEF COMPLIANCE OFFICER / INVESTMENT RELATED. 3) SUMMIT CAPITAL SOLUTIONS, LLC / BRENTWOOD, TN / SINCE 01/2021 / CHIEF COMPLIANCE OFFICER / INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-21

Other Names

• Steven M Cervantes