Paul Martin Haines

Current Employers

Employment History

• 11/2013 → 06/2019
  Bok Financial Securities, Inc.
  Bellaire, TX
• 11/2013 → 06/2019
  Bokf, Na
  Dallas, TX
• 07/2019 → 06/2021
  Raymond James Financial Services, Inc.
  Glen Allen, VA
• 07/2019 → 09/2022
  Atlantic Union Bank
  Glen Allen, VA
• 07/2019 → 09/2022
  Middleburg Investment Services, Llc / Dba Middleburg Financial
  Glen Allen, VA
• 06/2021 → 09/2022
  Lincoln Investment Llc
  Fort Washington, PA
• 03/2024 → 06/2024
  Zion Bancorp
  Phoenix, AZ
• 03/2024 → 06/2024
  Lpl Financial
  Phoenix, AZ
• 06/2024 → 04/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 04/2025 → Present
  Mariner
  Overland Park, KS
• 09/2022 → 03/2024
  Cuso Financial Services, Lp
  San Diego, CA
• 07/2019 → 06/2021
  Raymond James Financial Services Advisors, Inc.
  Glen Allen, VA

Previous Registrations

• 2024-06-04 → 2025-04-25
  Cuso Financial Services, L.P.
  Mesa, AZ
  San Diego, CA
• 2024-03-27 → 2024-06-17
  Lpl Financial Llc
  Phoenix, AZ
• 2022-09-28 → 2024-03-22
  Cuso Financial Services, L.P.
  Fishers, IN
  San Diego, CA
  Mesa, AZ
• 2021-06-23 → 2022-09-23
  Lincoln Investment
  Fort Washington, PA
• 2019-07-03 → 2021-06-09
  Raymond James Financial Services Advisors, Inc
  Glen Allen, VA
  Glenn Allen, VA
• 2013-11-27 → 2019-07-08
  Bok Financial Securities, Inc.
  Bellaire, TX
  Katy, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Richardson, TX
  Houston, TX
  Houston, TX
  Oklahoma City, OK
  Denver, CO
  Tulsa, OK
  Denver, CO
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 2013-05-28 → 2013-09-30
  Nestwise Llc
  Dallas, TX
  Boston, MA
• 2011-07-05 → 2013-01-02
  Lpl Financial Llc
  Raleigh, NC
• 2009-11-09 → 2011-07-05
  Uvest Financial Services Group, Inc.
  Cary, NC
  Raleigh, NC
  Creedmoor, NC
  Creedmoor, NC
  Raleigh, NC
• 2008-08-07 → 2009-11-12
  Truist Investment Services, Inc.
  Carrboro, NC
  Chapel Hill, NC
  Chapel Hill, NC
  Chapel Hill, NC
  Chapel Hill, NC
  Pittsboro, NC
  Pittsboro, NC
  Chapel Hill, NC
  Chapel Hill, NC
  Chapel Hill, NC
  Pittsboro, NC
  Pittsboro, NC
  Chapel Hill, NC

Other Businesses

1.) NAME OF THE OTHER BUSINESS:Tami Haines Consulting, LLC INVESTMENT- RELATED:No ADDRESS OF THE OTHER BUSINESS:Mesa, AZ 85212 YOUR POSITION OR TITLE:Bookkeeper NATURE OF THE OTHER BUSINESS:Private Business START DATE:1/1/2023 APPROXIMATE NUMBER OF HOURS/MONTH:1 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Bookkeeping, taxes COMPENSATION :No 2.) NAME OF THE OTHER BUSINESS:Davis Fall Protection INVESTMENT- RELATED:No ADDRESS OF THE OTHER BUSINESS:Gilbert, AZ 85298 YOUR POSITION OR TITLE:Consultant NATURE OF THE OTHER BUSINESS:Private Business START DATE:9/1/2024 APPROXIMATE NUMBER OF HOURS/MONTH:8 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Consulting on running and growing business. Future compensation possible. COMPENSATION :No

Exams

• S66 Uniform Combined State Law Examination
  2008-08-06
• S63 Uniform Securities Agent State Law Examination
  2004-08-06