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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-12-15 |
| TX | RA | APPROVED | 2017-12-15 |
Branch Locations
601 N Cross Pointe Blvd, Evansville, IN 47715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Payne Wealth Partners, Inc. | Evansville | IN | 04/2005 | 12/2017 |
| United Capital Financial Advisors, Llc | Irving | TX | 12/2017 | Present |
1. Board Member at Solarbron, a senior living facility. Organization's primary address is in Evansville, IN. Organization is not primarily engaged in investment-related activities. Start Date is July 1st, 2017. Thirty hours per year. Duties include attending periodic meetings to review the status of operations. 2. Board Member at Southwestern Indiana Red Cross. Organization's primary address is in Evansville, IN. Organization is not primarily engaged in investment-related activities. Start Date is July 1st, 2018. Thirty hours per year. Duties include attending periodic meetings to review the status of operations and various volunteer hours and serving on various committees.
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