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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-10-19 |
| KS | RA | APPROVED | 2023-10-11 |
| MO | RA | APPROVED | 2023-10-10 |
| TX | RA | APPROVED_RES | 2023-10-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Self Employed - Dan Stewart | Shawnee | KS | 08/1985 | 10/2023 |
| Vsr Financial Services, Inc. | Overland Park | KS | 12/2006 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 09/2016 |
| Professional Financial Concepts Llc | Shawnee | KS | 12/2006 | Present |
| Summit Brokerage Services, Inc. | Shawnee | KS | 09/2016 | 11/2017 |
| Summit Financial Group, Inc. | Boca Raton | FL | 09/2016 | 11/2017 |
| Securities America, Inc. | Shawnee | KS | 11/2017 | 10/2023 |
| Securities America Advisors | Shawnee | KS | 11/2017 | 10/2023 |
| Geneos Wealth Management Inc | Shawnee | KS | 10/2023 | Present |
1) DBA: PROFESSIONAL FINANCIAL CONCEPTS LLC-PRESIDENT - non investment related business located at branch location 2) FIXED INSURANCE SALES - Independent Rep with various insurance carriers - Investment Related: No Hours: 40 - Securities Trading Hours: 8 Start Date: 1985 - done at branch location 3) STEWART AND JOHNSON CONSULTING LLC-PARTNER - visiting with carriers on the possibilities of placing a block of insurance at the institutional level with out use of field force or cost - done at branch location HOURS - 3 per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-28 |
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