Thomas Howard Payne

Employer firm

Encompass Advisory Services, LLC CRD 283574

$121M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → 02/2021
  Trinity Fiduciary Partners, Llc
  Arlington, TX
• 02/2010 → 09/2016
  Investors Capital Corp.
  Lynnfield, MA
• 09/2016 → 02/2018
  Infinity Financial Services
  Oakland, CA
• 11/2004 → 02/2021
  Prosperitas Wealth Management
  Clayton, CA
• 02/2021 → 12/2024
  Prosperitas Wealth Management Llc
  Arlington, TX
• 07/2024 → Present
  Encompass Advisory Services
  Katy, TX

Previous Registrations

• 2021-02-16 → 2024-12-29
  Prosperitas Wealth Management Llc
  Arlington, TX
  Forth Worth, TX
• 2015-12-07 → 2021-01-12
  Trinity Investment Management, Llc
  Clayton, CA
  Fort Worth, TX
• 2010-02-16 → 2015-12-09
  Investors Capital Corp.
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
  Clayton, CA
• 2004-11-08 → 2010-02-19
  Commonwealth Financial Network
  Concord, CA
• 2002-04-05 → 2004-11-10
  Msi Financial Services, Inc.
  Lafayette, CA

Other Businesses

-ENCOMPASS ADVISORY SERVICES - 07/11/2024 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - Partner and Investment Advisor, Sales, Investment Related, IAR Business, 160 hrs/mo; 160 hrs/mo during trading hours. -INDEPENDENT INSURANCE AGENT - 5/15/2019 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - Agent, Sale life insurance and LTC, Not Invt Rel, Insurance business, 5 hrs/mo; 3 hrs/mo during trading hours. Brief description of duties: Sales of annuities and life, disability and long-term care insurance.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-30

Other Names

• Thomas Howard Payne
• Thomas H Payne