Thomas Arthur Payant

Current Employers

Employment History

• 01/2003 → Present
  Payant Tax Services
  Sun City Center, FL
• 09/1979 → Present
  Payant Wealth Management Group
  Sun City Center, FL
• 01/2006 → Present
  Payant Prestige Properties Llc
  Sun City Center, FL
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Sarasota, FL

Previous Registrations

• 2004-07-01 → 2025-01-06
  Payant Wealth Management Group
  Sun City Center Plaza, FL

Other Businesses

1. AMERICAN PLANNING SERVICES, INC. POSITION: Owner NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/01/1991 ADDRESS: 1653 Sun City Center Plaza, Sun City Center FL 33573, United States DESCRIPTION: This is a pass through entity for securities/financial business that is conducted and consulting services that are related to securities/financial business. 2. THOMAS A.PAYANT POSITION: Owner-NATURE: Other-Self INVESTMENT RELATED: Yes # OF HOURS:4 SECURITIES TRADING HOURS:1 START DATE:03/01/07 ADDRESS: 1653 Sun City Center Plaza, Sun City Center FL 33573 DESCRIPTION: Discuss with clients fixed & permanent life insurance, fixed annuities, and long-term care insurance through Advisor Group affiliated agents. Run proposals and illustrations. . 3. PAYANT PRESTIGE PROPERTIES LLC POSITION: Owner NATURE: Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 1653 Sun City Center Plaza Sun City Center FL 33573, Sun City Center FL 33573, United States DESCRIPTION: The LLC owns an office building that rents to 5 tenants: Payant Wealth Management Group, Lake Michigan Credit Union, RTI Insurance Services, Joseph F. Pippen, Jr. Law Firm, JL Law PLLC Law Firm, and Patrick Smith Law Firm. 4. ST. JOSEPH'S HOSPITAL BOARD MEMBERPOSITION: BOARD MEMBER NATURE: NON-PROFIT BOARD MEMBER INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2020 ADDRESS: 2700 W. DR. MARTIN LUTHER KING JR. BLVD, #310, TAMPA FL 33607 DESCRIPTION:BOARD MEMBER OVERSIGHT8.ALLOWING USE OF SEMINAR THEATRE IN PAYANT FINANCIAL PLAZA BY OUTSIDE GROUPS POSITION: Other - Allowing use of building NATURE:Other:None INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE:05/12/2009ADDRESS: 1653 Sun City Center Plaza, Sun City Center FL 33573 DESCRIPTION: None 5. CONSULTING CONTRACT WITH OSAIC POSITION: Consultant NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/03/2025 ADDRESS: 1653 Sun City Center Plaza, Sun City Center FL 33573, United States DESCRIPTION: Consulting agreement with Osaic on working with a group of securities/financial clients. 6. PAYANT INSURANCE SOLUTIONS LLC POSITION: CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/16/2014 ADDRESS: 1653 Sun City Center Plaza, Suite #3, Sun City Center FL 33573, United States DESCRIPTION: Owns agency which sells medicare supplement insurance policies. Will write business myself and supervise properly licensed independent agents.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-11
• S63 Uniform Securities Agent State Law Examination
  1989-11-13