George Peter Fields

Current Employers

Employment History

• 06/1995 → Present
  Capital Resource Group, Inc.
  Littleton, CO
• 06/1998 → 09/2016
  Vsr Financial Services, Inc.
  Overland Park, KS
• 08/2007 → 09/2016
  Vsr Advisory Services, Inc.
  Overland Park, KS
• 09/2016 → 01/2017
  Summit Brokerage Services, Inc.
  Littleton, CO
• 09/2016 → 01/2017
  Summit Financial Group Inc
  Boca Raton, FL
• 01/2017 → 06/2024
  Securities America, Inc.
  Littleton, CO
• 01/2017 → 06/2024
  Securities America Advisors
  Littleton, CO
• 06/2024 → 09/2024
  Osaic Wealth, Inc.
  Littleton, CO
• 09/2024 → Present
  Lexaurum Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2024-06-14 → 2024-09-25
  Osaic Wealth, Inc.
  Littleton, CO
• 2017-01-27 → 2024-06-14
  Securities America Advisors, Inc.
  Littleton, CO
• 2016-09-01 → 2017-02-07
  Summit Financial Group Inc
  Littleton, CO
• 1999-01-01 → 2016-12-31
  Capital Resource Group, Inc.
  Littleton, CO
• 2003-02-07 → 2016-11-02
  Vsr Financial Services, Inc.
  Overland Park, KS
  Littleton, CO
  Littleton, CO
  Littleton, CO
  Overland Park, KS
  Littleton, CO
  Overland Park, KS
• 1999-01-01 → 2003-02-07
  The Masters, Inc.
  Littleton, CO

Other Businesses

**Juvotax Position: Referrer Nature: Juvotax, is non-ownership affiliation with Don Dickey CPA. I refer clients to Don for tax preparation and he refers potential financial planning and insurance clients to us. Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 03/01/2016 Address: 7475 E. Peakview Ave, Centennial CO 80111 **PLF Group, LLC Position: Owner Nature: Rental Property Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 12/18/2007 Address: 8071 Shaffer Pkwy, Littleton CO 80127 **Pete Fields Insurance Agent Nature: Insurance Sales: Life, Disability, LTC and Health Investment Related: No Hours: 80 Securities Trading Hours: 4 Start Date: 03/01/1979 Address: 8071 Shaffer Pkwy, Littleton CO 80127 **CAPITAL RESOURCE GROUP, INC. POSITION: President NATURE: Financial Planning Firm, Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 04/09/1993 ADDRESS: 8071 Shaffer Pkwy, Littleton CO 80127, United States DESCRIPTION: CRG is wholy owned by G. Pete Fields. It is an "S" corporation. CRG has contracts with several insurance companies to market Fixed Life, Annuity, Disability, LTC and Health Insurance Products. **KEN CARYL MEDICAL & PROFESSIONAL OWNERS ASSOCIATION POSITION: VP and Board Member NATURE: Business Condo Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2008 ADDRESS: 8071 Shaffer Pkwy, Littleton CO 80127, United States DESCRIPTION: I serve on the Board of Directors and the acting President of the Owners Association. This is the HOA for the Building owned by PLF Group, LLC which is owned by myself. **PLAN ADMINISTRATOR POSITION: Plan Administrator NATURE: I serve as 401 k plan administrator to my DBA 401 k plan, Capital Resource Group, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/20/2005 ADDRESS: 8071 Shaffer Parkway, Littleton CO 80127, United States DESCRIPTION: I am the plan administrator and provide employees with the necessary disclosures and select the plan investment options.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-09
• S63 Uniform Securities Agent State Law Examination
  1986-10-02

Designations

Other Names

• Pete Fields