Payton Marie Sorensen

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-30
CA	RA	APPROVED	2025-05-16

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Phoenix	AZ	12/2024	Present
High Quality Water And Air	Tempe	AZ	02/2022	11/2024
Grand Canyon University	Phoenix	AZ	09/2021	02/2022
Cold Stone Creamery	Sioux Falls	SD	04/2020	09/2021
Discovery Daycare	Sioux Falls	SD	06/2017	08/2019
Middle And High School Education	Hartford	SD	01/2014	06/2017
High School Education	Hartford	SD	08/2019	04/2020

12/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Phoenix, AZ
02/2022 → 11/2024

High Quality Water And Air

Tempe, AZ
09/2021 → 02/2022

Grand Canyon University

Phoenix, AZ
04/2020 → 09/2021

Cold Stone Creamery

Sioux Falls, SD
06/2017 → 08/2019

Discovery Daycare

Sioux Falls, SD
01/2014 → 06/2017

Middle And High School Education

Hartford, SD
08/2019 → 04/2020

High School Education

Hartford, SD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-15

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