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16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-01 |
Branch Locations
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • 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 |
|---|---|---|---|---|
| Persinger Planning | Washington | DC | 04/2015 | Present |
| Summit Brokerage Services, Inc. | Falls Church | VA | 06/2017 | 09/2019 |
| Cetera Advisor Networks Llc | Washington | DC | 09/2019 | 05/2021 |
| Summit Financial Group Inc | Washington | DC | 06/2017 | 05/2021 |
| Lexaurum Advisors | Overland Park | KS | 05/2021 | Present |
1) ANDREW CLARK; NOT INVESTMENT RELATED; 523 S SPRING ST FALLS CHURCH, VA 22046; SOLE PROPRIETORSHIP FOR MARKETING CONSULTING; CONSULTANT; 07/01/2015; APPX 10 HOURS/MONTH; APPX 5 HOURS/MONTH DURING TRADING; SHOWING COMPANIES MARKETING IDEAS TO GROW 2) NAME OF OTHER BUSINESS: TYSON CORNER CHAMBER OF COMMERCE BOARD INVESTMENT RELATED: NO ADDRESS: 7925 JONES BRANCH DR STE LL200 TYSONS, VA 22102; CHAMBER OF COMMERCE NATURE OF BUSINESS: CHAMBER OF COMMERCE START DATE: ; 01/09/2019 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: RUNNING CHAMBER 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2020 ; APX NUMBER OF HOURS PER WEEK: 20 ; APX NUMBER OF HOURS DURING TRADING HOURS: 20 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY AND LONG TERM CARE ; 4)NAME OF OTHER BUSINESS: PHILLIPS PROGRAMS ; INVESTMENT RELATED: NO ; ADDRESS: 7010 BRADDOCK RD, ANNANDALE VA 22003 ; NATURE OF BUSINESS: FUNDRAISING ; START DATE: 03/2020 ; POSITION/TITLE/RELATIONSHIP: FUNDRAISER ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: RAISING FUNDS FOR SPECIAL EDUCATION SCHOOL ; 5) NAME OF OTHER BUSINESS: GOOGLE ADWORDS FOR NONPROFITS INVESTMENT RELATED: NO ADDRESS: N/A NATURE OF BUSINESS: MANAGING GOOGLE ADWORDS ACCOUNTS FOR NONPROFITS START DATE: TBD POSITION/TITLE/RELATIONSHIP: NO TITLE APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: BRINGING IN NONPROFITS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-19 |
| S65 | Uniform Investment Adviser Law Examination | 2006-12-14 |
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