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16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-09-15 |
| TX | RA | APPROVED | 2023-09-15 |
Branch Locations
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
3333 Nw 63Rd St, Suite 108, Oklahoma City, OK 73116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2010 | 12/2020 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 03/2010 | 12/2020 |
| Spicer Retirement Advisors, Llc | Oklahoma City | OK | 08/2011 | Present |
| Insurance Agent | Oklahoma City | OK | 09/2011 | Present |
| Spicer Retirement Advisors, Llc | Oklahoma City | OK | 12/2020 | Present |
| Lexaurum Advisors Llc | Overland Park | KS | 09/2023 | Present |
Insurance Agent, non investment related, 3333 NW 63rd Street Suite 108 Oklahoma City, OK 73116, insurance, 09/2011, 1 hr/month, 0 hrs/month, insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-23 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-28 |
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