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TC

Talia R. Calhoun

SUNNYBRANCH WEALTH
Lenexa, KS
Some features on this profile are disabled
CRD#: 7566850
TC

Professional summary

Talia Rose Calhoun is a registered financial advisor currently at SUNNYBRANCH WEALTH LLC located in Lenexa, Kansas.

Talia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Talia has worked at 4 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Talia Rose Calhoun's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 27, 2026 - Present

SUNNYBRANCH WEALTH LLC

RIA
CRD#: 323075
Lenexa, KS
Past

August 14, 2025 - April 1, 2026

CORIENT

RIA
CRD#: 319448
Dallas, TX
Past

September 4, 2024 - August 12, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Dallas, TX
Past

February 6, 2023 - August 12, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Dallas, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/27/2026)
IAR
Oregon
(4/27/2026)
IAR
Texas
(4/27/2026)
IAR
Washington
(4/27/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/27/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/4/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/29/2022
Securities Industry Essentials Examination

Current Firm

SUNNYBRANCH WEALTH LLC
SUNNYBRANCH WEALTH LLC
SUNNYBRANCH WEALTH | SUNNYBRANCH WEALTH LLC

CRD#: 323075 / SEC#:

California
Registered Investment Advisory firm - (3/24/2025 Approved)
Oregon
Registered Investment Advisory firm - (9/12/2022 Approved)
Texas
Registered Investment Advisory firm - (10/11/2024 Conditional Restricted)
Washington
Registered Investment Advisory firm - (9/12/2025 Approved)
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Contact information

Main Address
Portland, OR
Mailing Address
2000 Northeast 42nd Avenue Pmb 1178, Portland, OR 97213
Phone number
(503) 214-2281
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts51
AUM (Assets Under Management)$ 30,758,405

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SUNNYBRANCH WEALTH LLC

SUNNYBRANCH WEALTH LLC

CRD#: 323075Lenexa, KS

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