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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-04-21 |
| TX | RA | APPROVED | 2021-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Clay Center | KS | 12/2000 | 04/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Clay Center | KS | 12/2000 | 04/2021 |
| Haberer Appraisal Service | Clay Center | KS | 03/2004 | Present |
| Haberer Properties Llc | Clay Center | KS | 08/2008 | Present |
| Clay County Educational Endowment Association | Clay Center | KS | 08/2015 | Present |
| Donald J Patricia A Haberer Revocable Trust | Russell | KS | 01/2017 | Present |
| City Of Clay Center, Ks Planning Commission/Board Of Zoning Appe | Clay Center | KS | 01/2010 | Present |
| Raymond James Financial Services | Clay Center | KS | 04/2021 | Present |
| Raymond James Financial Services Advisors | Clay Center | KS | 04/2021 | Present |
(1) Name of Business: Beyond Wealth Advisors Address: 719 5th St, Clay Center, KS, 67432-2936, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/21/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2) Name of Business: Haberer Properties LLC Address: 719 5th St, Clay Center, KS, 67432-2936, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: Yes Start Date: 06/28/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage a small commercial office building in Clay Center KS. This building is the location for my RJ office. There are two other offices, both rented. Hours worked are generally evenings and weekends unless something arises that needs to be taken care of during the day.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-10 |
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