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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-17 |
| OH | RA | APPROVED | 2021-03-04 |
Branch Locations
250 W Court Street Suite 125E, Cincinnati, OH 45202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc | Cincinnati | OH | 08/1998 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 01/2003 | 09/2016 |
| Wilson Crone | Cincinnati | OH | 08/1998 | Present |
| Summit Brokerage Services, Inc. | Cincinnati | OH | 09/2016 | 09/2019 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 03/2021 |
| Cetera Advisor Networks Llc | Cincinnati | OH | 09/2019 | 03/2021 |
| Prospera Financial Services Inc. | Dallas | TX | 03/2021 | Present |
(1.) - - d/b/a; Wilson Crone; Investment related: Yes Address: Same as Registered Location Nature of business: DBA Name Position/title/relationship: Registered Representative Start Date: Began 1990 Apx number of hours per week: 40
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-17 |
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