Payne, Christopher, Lee

Ownership stakes

• The Wellington Grp Llc
  Cco · Less than 5% · Dec 2024
• Qtr Family Wealth, Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• Fwg Investments, Llc
  Interim Cco · Less than 5% · Nov 2024
• Lifewealth Investments, Llc
  Chief Compliance Officer · Less than 5% · Oct 2024
• Scarborough Advisors, Llc
  Chief Compliance Officer · Less than 5% · Oct 2024
• Retirement Financial Solutions, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Total Investment Management, Inc.
  Chief Compliance Officer · Less than 5% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗