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Sunnybranch Wealth LLC CRD 323075
$30.8M regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Portland, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-03 |
| CA | RA | APPROVED | 2026-04-27 |
| OR | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED | 2026-04-27 |
| WA | RA | APPROVED | 2026-04-27 |
Branch Locations
Lenexa, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kansas State University | Manhattan | KS | 01/2022 | 05/2022 |
| Bluestem Bistro | Manhattan | KS | 04/2019 | 12/2021 |
| Pour Coffeehouse | Olathe | KS | 11/2017 | 04/2018 |
| Kansas State University | Manhattan | KS | 08/2018 | 05/2022 |
| Unemployed | Olathe | KS | 04/2018 | 04/2019 |
| Unemployed | Olathe | KS | 05/2017 | 10/2017 |
| Chris Prep Academy | Lenexa | KS | 11/2012 | 05/2017 |
| Raymond James Financial Services Inc. | Dallas | TX | 06/2022 | 08/2025 |
| Messick Peacock & Associates | Dallas | TX | 06/2022 | 08/2025 |
| Raymond James Financial Services, Inc | Dallas | TX | 09/2024 | 08/2025 |
| Corient | Dallas | TX | 08/2025 | 04/2026 |
| Corient Services Llc | Miami | FL | 08/2025 | 04/2026 |
| Sunnybranch Wealth Llc | Portland | OR | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-27 |
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