Timothy Lee Werth

Current Employers

Employment History

• 06/2016 → Present
  Raymond James Financial Services, Inc.
  Hays, KS
• 06/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Hays, KS

Previous Registrations

• 2003-02-07 → 2016-06-06
  Vsr Financial Services, Inc.
  Hays, KS
  Hays, KS
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS
• 1997-09-16 → 2003-02-07
  The Masters, Inc.
  Hays, KS

Other Businesses

(1)Name of Business: BT Oil, LLC Address: 3710 Post Rd, Hays, KS, 67601, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 03/03/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Member of LLC. I'll deposit funds and pay bills although there will be minimal activity. (2)Name of Business: Chestnut Building LLC Address: 1200 Main St Fl 6th, Hays, KS, 67601, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 11/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Coltan, LLC Address: 3710 Post Road, Hays, KS, 67601, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 06/30/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC that my wife is the sole member. I am able to sign checks. (4)Name of Business: Fort Hays State University Foundation Address: 600 Park Street, Hays, KS, 67601, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 08/25/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am on the investment committee. I do not get paid. I assist with monitoring the investment portfolio of the Fort Hays State University Foundation. (5)Name of Business: Limestone Investments, LLC Address: 1200 Main St Fl 6th, Hays, KS, 67601, United States Activity Type: Business Owner Position/Title: Other, Partner Investment Related: Yes Start Date: 01/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Member - We invest in working interest in oil prospects, real estate, and land. (6)Name of Business: TanCol LLC Address: 3710 Post Road, Hays, KS, 67601, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 08/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a passive investment as a working interest owner in oil production. We transferred oil working interests from my individual name into TanCol LLC. (7)Name of Business: Werth Cattle Company, LLC Address: 3710 Post Road, Hays, KS, 67601, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife is the sole member of this LLC. I have check writing authority. (8)Name of Business: Werth Wealth Advisors LLC Address: 1200 Main St Fl 6th, Hays, KS, 67601-3870, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Partner\n\nThis is a separate entity from our operating entity and it holds deferred comp and other marketable securities. (9)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: 06/06/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Partner (10)Name of Business: Wheat Stone, LLC Address: 3710 Post Road, Hays, KS, 67601, United Stat

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-01-19

Other Names

• Tim Werth