Mark B Haynes

Current Employers

Wealth Management

125 South 4Th Street, Norfolk, NE 68701 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2026-01-05
WA	RA	APPROVED	2024-01-22

NE RA
APPROVED

Since 2026-01-05
WA RA
APPROVED

Since 2024-01-22

Branch Locations

6601 W Deschutes Ave Ste C, Kennewick, WA 99336 • United States

125 South 4Th Street, Norfolk, NE 68701 • 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

Organization	City	State	From	To
Epic Trust Financial Group	Richland	WA	11/2020	01/2024
Moss Adams Llp	Kennewick	WA	05/2017	10/2020
Bloomfield Cfo	Alpine	UT	01/2017	05/2017
Brigham Young University	Provo	UT	01/2012	05/2017
Wealth Management Nebraska	Norfolk	NE	01/2024	Present

11/2020 → 01/2024

Epic Trust Financial Group

Richland, WA
05/2017 → 10/2020

Moss Adams Llp

Kennewick, WA
01/2017 → 05/2017

Bloomfield Cfo

Alpine, UT
01/2012 → 05/2017

Brigham Young University

Provo, UT
01/2024 → Present

Wealth Management Nebraska

Norfolk, NE

Previous Registrations

2022-12-12 → 2024-07-08

Legacy Cornerstone Wealth Llc

Peoria, AZ

Other Businesses

RnB and Associates - 11/01/2023 - Richland, Washington - not investment related - Tax Department Manager - preparing, reviewing and signing tax returns - 180 hours monthly/150 hours monthly during non securities trading hours. Fridge CRM - Kennerick, WA - not investment related - member - holding company for in house CRM - 5 hours monthly/5 hours monthly during non securities trading hours. GFG HQ - Kennerick, WA - not investment related - member - holding company for commercial building - 5 hours monthly/5 hours monthly during non securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-12-10

S65 Uniform Investment Adviser Law Examination

2022-12-10

View on SEC IAPD