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Zachary Taylor Payne

Planvest Financial, Inc.

Gaithersburg, MD

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Current Employers
Planvest Financial, Inc.

9711 Washingtonian Blvd, Suite Suite 550, Gaithersburg, MD 20878 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-11-29
  • MD RA
    APPROVED
    Since 2023-11-29

Branch Locations

9711 Washingtonian Blvd, Suite Suite 550, Gaithersburg, MD 20878 • 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
Lpl Financial Dba Planvest Financial Gaithersburg MD 06/2015 12/2016
Lpl Financial Llc Gaithersburg MD 01/2017 12/2019
Planvest Financial, Inc Gaithersburg MD 11/2017 Present
  • 06/2015 → 12/2016
    Lpl Financial Dba Planvest Financial
    Gaithersburg, MD
  • 01/2017 → 12/2019
    Lpl Financial Llc
    Gaithersburg, MD
  • 11/2017 → Present
    Planvest Financial, Inc
    Gaithersburg, MD
Other Businesses

01/03/2018 - PlanVest Federal - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin - Start Date 11/28/2017 - 160 Hours Per Month / 0 Hours During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-02
  • S66 Uniform Combined State Law Examination
    2018-07-02
Designations
Other Names
  • Zach Payne

View on SEC IAPD

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Other Offices

SHERMAN WEALTH MANAGEMENT LLC · GAITHERSBURG, MD
PRIVATE CLIENT SERVICES, LLC · Gaithersburg, MD
COMMONWEALTH FINANCIAL NETWORK · Gaithersburg, MD
PFS INVESTMENTS INC. · GAITHERSBURG, MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · GAITHERSBURG, MD
CHARLES SCHWAB & CO., INC. · Gaithersburg, MD
WELLS FARGO CLEARING SERVICES, LLC · GAITHERSBURG, MD
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