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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-05-24 |
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 | 05/2018 | Present |
| Excel Gels, Llc | Hays | KS | 11/2014 | 02/2019 |
| Hd Llc Dba Weld-Tech | Hays | KS | 01/2004 | Present |
(1)Name of Business: Agri-Tech, LLC Address: 1704 310th Ave, Hays, KS, 67601, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 04/04/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: HD LLC DBA Weld-Tech Address: 1704 310th Ave., Hays, KS, 67601, United States Activity Type: Accounting/CPA Position/Title: Bookkeeper Investment Related: No Start Date: 01/01/2004 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: bookkeeping, record keeping, billing, invoicing, etc. (3) Name of Business: Werth Wealth Advisors LLC Address: 1200 Main St Fl 6th,Hays, KS, 67601-3870. Activity Type: Support Company - Owner, Position/Title: Investment Related: No Start Date: 07/01/2023 HPM: 0-1 HPM trade hours: 0-1 Duties: This is a separate entity from our operating entity, Werth Wealth Management. This entity maintains balances for employee deferred compensation and other investment accounts, but does not have an operational aspect associated with it. (3) Name of Business: Werth Wealth Management, LLC, Address: 1200 Main St Fl 6th, Hays, KS, 67601, Activity Type: Support Company - Owner, Position/Title: Other Investment Related: No Start Date: 06/06/2016, HPM: 81, HPM trade hours: 41, Duties: Chief Operating Officer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-31 |
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