Terianne Payton

Current Employers

Employment History

• 03/2011 → 12/2020
  Red Jacket High School
  Shortsville, NY
• 01/2021 → 07/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2021 → 07/2022
  Northwestern Mutual Investment Services Llc
  Pittsford, NY
• 11/2020 → 01/2021
  Symmetry Financial Group
  Bloomfield, NY
• 01/2022 → 07/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 10/2022 → 09/2023
  Sagepoint Financial, Inc.
  Pittsford, NY
• 09/2023 → Present
  Osaic Wealth, Inc.
  Pittsford, NY

Other Businesses

1. BUTTONANDCOLLAR POSITION: Owner NATURE: Working on obtaining an LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 09/26/2022 ADDRESS: 382 East Street, Canandaigua NY 14424, United States DESCRIPTION: I create graphics and designs on Canva. Use Printify and Printful to print designs on clothing, house goods, and accessories. My ecommerce platform is Etsy. Buyers can view my products on Etsy. Once a purchase is made, products are printed on demand and shipped to customers. 2. CANANDAIGUA CROSSFIT POSITION: CrossFit Coach NATURE: LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: 699 S. Main Street, Canandaigua NY 14424, United States DESCRIPTION: Teach CrossFit movements, organize workouts and warmups. Coach people. 3. CUDLIPP FINANCIAL SERVICES, INC. POSITION: Registered Assistant NATURE: Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/05/2023 ADDRESS: 125 Sully's Trail, Suite 2, Pittsford NY 14534, United States DESCRIPTION: I have not started to sell insurance but may in the future and have sold it prior to joining Cudlipp Financial Services, Inc.I will make recommendations and broker through a third party, Kafl, to meet the life insurance needs of our clients.I will obtain E & O insurance prior to selling insurance. I have not sold any insurance since May 2022 and renewed my license in September 2022. 4. VICTOR CROSSFIT POSITION: Coach NATURE: I am an employee of Victor CrossFit. I do not own any part of the business. ? INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2023 ADDRESS: 61 School Street, Victor NY 14564, United States DESCRIPTION: Program fitness classes and teach CrossFit lifts and gymnastics. Train members and help them achieve their fitness goals. 5. TERIANNE PAYTON POSITION: agent NATURE: It was through a previous employer. I have not nor plan to write any insurance contracts outside CFS. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/08/2026 ADDRESS: 5325 Buffalo Street Ext, Canandaigua NY 14424, United States DESCRIPTION: I am a licensed insurance agent but do not seek or write any insurance contracts outside of my employment at Cudlipp Financial Services.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-06
• S63 Uniform Securities Agent State Law Examination
  2021-08-27

Other Names

• Terianne Brocious
• Terianne Brocious
• Terianne Payton