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Current Employers
Magnolia Financial Planning Services, Inc.

414 Old Clemson Highway, Seneca, SC 29672 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-07-20
GA RA APPROVED 2018-05-11
SC RA APPROVED 2018-02-27
NC RA APPROVED 2014-03-07
  • FL RA
    APPROVED
    Since 2018-07-20
  • GA RA
    APPROVED
    Since 2018-05-11
  • SC RA
    APPROVED
    Since 2018-02-27
  • NC RA
    APPROVED
    Since 2014-03-07

Branch Locations

414 Old Clemson Highway, Seneca, SC 29672 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Byerley, Payne & White, Cpa Pa Seneca SC 10/2004 05/2019
Infinity Wealth Group, Llc Seneca SC 10/2007 Present
Cetera Investment Advisers Llc Schaumburg IL 07/2011 Present
Cetera Financial Specialists Llc Schaumburg IL 07/2011 Present
Payne, White, & Schmutz Cpa Pa Seneca CA 05/2019 Present
  • 10/2004 → 05/2019
    Byerley, Payne & White, Cpa Pa
    Seneca, SC
  • 10/2007 → Present
    Infinity Wealth Group, Llc
    Seneca, SC
  • 07/2011 → Present
    Schaumburg, IL
  • 07/2011 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 05/2019 → Present
    Payne, White, & Schmutz Cpa Pa
    Seneca, CA
Previous Registrations
Other Businesses

1) PAYNE, WHITE, & SCHMUTZ CPA PA; NOT INV REL; SENECA, SC; CPA FIRM; OWNER; START DATE 05/2019; 160 HRS/MTH, 98 DURING SECURITIES TRADING HRS: 2) INFINITY WEALTH GROUP, DBA NAME FOR INVESTMENT PRACTICE - INV RELATED:

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-07-21
  • S63 Uniform Securities Agent State Law Examination
    2011-07-21
Designations

View on SEC IAPD

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