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821 North 900 West Suite 304, Orem, UT 84057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-16 |
Branch Locations
821 North 900 West Suite 304, Orem, UT 84057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spc | Ann Arbor | MI | 07/2022 | 11/2023 |
| Parkland Securities, Llc | Ann Arbor | MI | 02/2022 | 11/2023 |
| Timpanogos Finanical Advisors, Inc. | Orem | UT | 11/2023 | Present |
| Payne Financial Management Inc. | Orem | UT | 04/2003 | Present |
PAYNE FINANCIAL MANAGEMENT INC.; INVESTMENT RELATED; OREM, UT; OWNER/INSURANCE AGENT; SALE LIFE, HEALTH, LTC, DISABILITY AND ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES; 10 HRS/MONTH INCLUDING DURING TRADING HOURS. The Church of Jesus Christ of Latter Day Saints - Counselor with local congregation for college-age young adults. Help with spiritual development through Sunday meetings, scripture studies and organizing weekly service projects. Start date: 7/6/20, approx. 20 hrs/mo, none during mkt hrs. No comp, no access to funds, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-01 |
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