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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2018-05-24
  • KS RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2016 → Present
    Raymond James Financial Services, Inc.
    Hays, KS
  • 05/2018 → Present
    Hays, KS
  • 11/2014 → 02/2019
    Excel Gels, Llc
    Hays, KS
  • 01/2004 → Present
    Hd Llc Dba Weld-Tech
    Hays, KS
Previous Registrations
  • 2011-04-05 → 2016-06-06
    Vsr Financial Services, Inc.
    Overland Park, KS
    Hays, KS
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-31
  • S66 Uniform Combined State Law Examination
    2011-03-31
Other Names
  • Cheri Renee Strohl

View on SEC IAPD

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