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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-18 |
| KS | RA | APPROVED | 2016-06-06 |
Branch Locations
1200 Main Street 6Th Floor, Hays, KS 67601 • United States
11551 Ash Street Suite 215, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Hays | KS | 06/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Hays | KS | 06/2016 | Present |
| Werth Wealth Advisors, Llc | Hays | KS | 01/2016 | Present |
(1)Name of Business: Jeff Dinkel Accounting Address: 3909 Fairway Drive, Hays, KS, 67601, United States Activity Type: Accounting/CPA Position/Title: Other Investment Related: No Start Date: 11/20/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Accounting (2)Name of Business: Werth Wealth Advisors, LLC Address: 1200 Main St Fl 6th, Hays, KS, 67601, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: CFO (3)Name of Business: Werth Wealth Management, LLC Address: 1200 Main St Fl 6th, Hays, KS, 67601, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2008 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: CFO & Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-01 |
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