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Current Employers
Lexaurum Advisors

16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2021-04-21
TX RA APPROVED_RES 2021-04-19
  • DC RA
    APPROVED
    Since 2021-04-21
  • TX RA
    APPROVED_RES
    Since 2021-04-19

Branch Locations

Washington, DC • United States

16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Vsr Financial Services, Inc Overland Park KS 07/2008 09/2016
Vsr Advisory Services Overland Park KS 07/2008 09/2016
Persinger Planning, Llc Washington DC 12/2008 Present
Summit Brokerage Services, Inc. Washington DC 09/2016 09/2019
Summit Financial Group Inc Boca Raton FL 09/2016 04/2021
Cetera Advisor Networks Llc Washington DC 09/2019 04/2021
Lexaurum Advisors, Llc Overland Park KS 04/2021 Present
Brokers International Financial Services Washington DC 04/2021 Present
  • 07/2008 → 09/2016
    Vsr Financial Services, Inc
    Overland Park, KS
  • 07/2008 → 09/2016
    Vsr Advisory Services
    Overland Park, KS
  • 12/2008 → Present
    Persinger Planning, Llc
    Washington, DC
  • 09/2016 → 09/2019
    Summit Brokerage Services, Inc.
    Washington, DC
  • 09/2016 → 04/2021
    Summit Financial Group Inc
    Boca Raton, FL
  • 09/2019 → 04/2021
    Cetera Advisor Networks Llc
    Washington, DC
  • 04/2021 → Present
    Lexaurum Advisors, Llc
    Overland Park, KS
  • 04/2021 → Present
    Brokers International Financial Services
    Washington, DC
Previous Registrations
  • 2016-09-01 → 2021-04-21
    Summit Financial Group Inc
    Washington, DC
  • 2008-07-25 → 2016-11-02
    Vsr Financial Services, Inc.
    Overland Park, KS
    Washington, DC
    Lawrence, KS
    Washington, DC
    Overland Park, KS
  • 2003-04-03 → 2007-04-30
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Other Businesses

1) Persinger Planning LLC.; Securities related; 4360 Van Ness St NW, Washington, DC 20016; Financial Planning and Investment Management DBA; Wealth management advisor; Started 7/4/2008; 175 hours per month, 140 during trading; Meeting, reviewing documents; placing investment etc. 2) Insurance sales ad service; Not securities related; 4360 Van Ness St NW, Washington, DC 20016; Life, Health and Annuity sales/service; Agent; Started7/4/2008; 2 hours per month, 2 during trading; Reviewing placing and managing insurance policies.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-12
S63 Uniform Securities Agent State Law Examination 1991-02-27
  • S66 Uniform Combined State Law Examination
    2006-09-12
  • S63 Uniform Securities Agent State Law Examination
    1991-02-27
Designations

View on SEC IAPD

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