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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-18 |
| KS | RA | APPROVED | 2018-04-24 |
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 |
|---|---|---|---|---|
| Kansas Small Business Development Center | Hays | KS | 01/2015 | 05/2017 |
| Raymond James Financial Services, Inc. | Hays | KS | 05/2017 | Present |
| Fort Hays State University | Hays | KS | 08/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Hays | KS | 04/2018 | Present |
(1)Name of Business: St Nicholas of Myra Parish Address: 2901 E 13th, Hays, KS, 67601, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 07/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Will serve as a member of the churches finance council. Meet 4x/year to review the finances of the parish, draft the annual budget, and provide guidance to the priest and parish council regarding the financial aspect of desired endeavors. (2) Name of Business: Werth Wealth Management, LLC, Address: 1200 Main St Fl 6th, Hays, KS, 67601, Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/24/2017 HPM: 81 HPM trade hours: 41 Duties: Serve as financial advisor and partner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-23 |
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