Tray A Wiltse

Current Employers

Employment History

• 06/2005 → 05/2023
  Integrated Wealth Advisory Services, Inc.
  Overland Park, KS
• 01/2010 → 04/2023
  Geneos Wealth Management Inc
  Overland Park, KS
• 04/2023 → Present
  Cwm, Dba - Carson Partners - Crd 155344
  Overland Park, KS
• 04/2023 → Present
  Cwm, Llc Dba Carson Wealth - Kansas City
  Overland Park, KS
• 04/2023 → Present
  Cwm, Llc Dba Carson Group Holdings
  Overland Park, KS
• 04/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-11-22 → 2023-05-31
  Integrated Wealth Advisory Services, Inc.
  Overland Park, KS
• 2017-09-15 → 2018-01-12
  Geneos Wealth Management, Inc.
  Overland Park, KS
  Colorado Springs, CO
• 2005-08-23 → 2010-01-15
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Overland Park, KS
  Overland Park, KS
  Leawood, KS

Other Businesses

1)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 2) NAME OF OTHER BUSINESS: IWAS HOLDINGS, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR EXPENSE MANAGEMENT; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: DBA FOR EXPENSES, OVERSEE ACCOUNTING FOR BUSINESS EXPENSES;

Exams

• S66 Uniform Combined State Law Examination
  2005-07-25
• S63 Uniform Securities Agent State Law Examination
  2000-04-28

Other Names

• Tray Wiltse