Best Investors Account Sign in
Inactive

Ronald Bernard Adrian

Raymond James Financial Services Advisors, Inc

Leawood, KS

Claim This Profile
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-01-02
TX RA APPROVED 2024-01-02
  • KS RA
    APPROVED
    Since 2024-01-02
  • TX RA
    APPROVED
    Since 2024-01-02

Branch Locations

11551 Ash Street Suite 215, Leawood, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vsr Financial Services, Inc. Overland Park KS 09/1988 09/2016
Vsr Advisory Services Overland Park KS 08/2007 09/2016
Summit Brokerage Services, Inc. Leawood KS 09/2016 07/2017
Summit Financial Group Inc Boca Raton FL 09/2016 07/2017
Lexaurum Advisors, Llc Overland Park KS 07/2017 01/2024
Raymond James Financial Services Advisors, Inc. Leawood KS 01/2024 Present
Werth Wealth Management Leawood KS 01/2024 Present
  • 09/1988 → 09/2016
    Vsr Financial Services, Inc.
    Overland Park, KS
  • 08/2007 → 09/2016
    Vsr Advisory Services
    Overland Park, KS
  • 09/2016 → 07/2017
    Summit Brokerage Services, Inc.
    Leawood, KS
  • 09/2016 → 07/2017
    Summit Financial Group Inc
    Boca Raton, FL
  • 07/2017 → 01/2024
    Lexaurum Advisors, Llc
    Overland Park, KS
  • 01/2024 → Present
    Raymond James Financial Services Advisors, Inc.
    Leawood, KS
  • 01/2024 → Present
    Werth Wealth Management
    Leawood, KS
Previous Registrations
  • 2017-07-18 → 2024-01-03
    Lexaurum Advisors
    Leawood, KS
    Overland Park, KS
  • 2016-09-01 → 2017-07-18
    Summit Financial Group Inc
    Leawood, KS
  • 2003-02-07 → 2016-09-01
    Vsr Financial Services, Inc.
    Leawood, KS
    Leawood, KS
    Leawood, KS
    Overland Park, KS
  • 1999-10-22 → 2003-02-07
    The Masters, Inc.
    Overland Pk, KS
Other Businesses

Werth Wealth Management Non-Investment Related Hays, Kansas DBA/Support Company Advisor Started: 01/2024 0 hrs per month 0 hrs during trading hrs

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-05
S63 Uniform Securities Agent State Law Examination 1986-07-08
  • S65 Uniform Investment Adviser Law Examination
    1999-10-05
  • S63 Uniform Securities Agent State Law Examination
    1986-07-08
Other Names
  • Ronald Bernard Adrian

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST NATIONAL ADVISERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TFB ADVISORS, LLC
BEACON WEALTH ADVISORY
FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor