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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-02-06 |
| IN | 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 | 08/2008 | 12/2017 |
| United Capital Financial Advisors, Llc | Irving | TX | 12/2017 | Present |
1. WEEKDAY CHRISTIAN EDUCATION; Not investment-related; Evansville, IN; Christian Education; Advisory Board; MAY 2025; 2 hours per month; 2 hours per securities trading hours; Responsibilities include attending monthly board meetings, providing guidance and insight, participating in committees as needed, participating in periodic fundraising events, helping with decision making related to policies, and ensuring the organization remains financially prudent and stable to meet its mission.
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