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7420 W. 162Nd Terrace, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-01 |
Branch Locations
7420 W. 162Nd Terrace, Overland Park, KS 66085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Svcs | Hays | KS | 02/2018 | 04/2026 |
| Dillion Sullivan Insurance | Manhattan | KS | 05/2015 | 12/2017 |
| Raymond James Financial Svcs | Hays | KS | 01/2018 | 02/2018 |
| Raymond James Financial Services Advisor, Inc | Hays | KS | 04/2018 | 04/2026 |
| Latticework Investment Management, Llc | Overland Park | KS | 04/2026 | Present |
| Werth Wealth Advisors, Llc | Leawood | KS | 01/2023 | 04/2026 |
| Werth Wealth Management, Llc | Leawood | KS | 04/2018 | 04/2026 |
Registrant is an independently licensed insurance agent at the Investment Adviser's principal address. The time spent on the activity varies throughout the year but generally accounts for up to 5% of his time and normally 0% during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-12 |
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