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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-03-20 |
| TX | RA | APPROVED | 2018-03-20 |
Branch Locations
310 West Central Suite 121, Wichita, KS 67202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Wichita | KS | 09/2009 | 03/2018 |
| Raymond James Financial Services, Inc. | Wichita | KS | 03/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Wichita | KS | 03/2018 | Present |
(1)Name of Business: Aristata Financial Address: 310 W Central Ave Ste 121, Wichita, KS, 67202, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/20/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Managing Principal - Pay bills, work with accountant, manage employees, work with clients in planning and managing investments. (2)Name of Business: Flint Hills Real Estate Holdings, LLC Address: 310 W Central Ave Ste 121, Wichita, KS, 67202, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/03/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am sole member of the LLC that owns the office condominium that Aristata Financial, LLC leases for operation of it's investment advisory business. I pay the bills, contract for maintenance, and collect the lease payments from Aristata. (3)Name of Business: Kansas Plaster Paint & Art Address: 126 N. Belle Terre St., Wichita, KS, 67230, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/17/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a Co-Trustee of my wife's Revocable Trust, the Gerrie' L. Clevenger Revocable Trust. Her Trust owns Kansas Plaster Paint & Art, a new company she started in 2019. I have no direct involvement in day to day operations of the business. (4)Name of Business: Rex & Gerrie Clevenger Address: 310 W Central Ave Ste 121, Wichita, KS, 67202-1003, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 06/13/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife, Gerrie' and I are Co-Trustees on each other's Revocable Living Trusts. I make the investment decisions for both of our Trusts. We own some investments, some property, and some business interests in each of our Trusts. So effectively I am an owner in her business, our home, an investment property, and one investment account, which are all titled in the name of her Trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-23 |
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