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KP

Kathryn C. Payne

PARTNERS FINANCE
HOUSTON, TX 77057
Some features on this profile are disabled
CRD#: 6541687
KP

Professional summary

Kathryn Christine Payne, who also goes by Kathryn Christine Brumley, Kathryn Christine Taylor, is a registered financial professional currently at PARTNERS FINANCE located in Houston, Texas.

Kathryn is registered as a RR (Registered Representative) and started their career in finance in 2016. Kathryn has worked at 2 firms and has passed the Series 63, Series 22TO, Series 82TO, Series 99TO, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kathryn Christine Brumley | Kathryn Christine Taylor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kathryn Christine Payne's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 27, 2025 - Present

PARTNERS FINANCE

Office #1: 5847 San Felipe St Suite 1400, Houston, TX 77057
BD
CRD#: 315067
HOUSTON, TX
Past

February 4, 2016 - March 4, 2021

HINES PRIVATE WEALTH SOLUTIONS LLC

BD
CRD#: 128145
HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/13/2025)
RR
Connecticut
(5/14/2025)
RR
Georgia
(5/13/2025)
RR
Kansas
(5/13/2025)
RR
Louisiana
(4/28/2025)
RR
Maryland
(4/28/2025)
RR
Massachusetts
(5/30/2025)
RR
Michigan
(5/13/2025)
RR
New York
(5/13/2025)
RR
Tennessee
(5/13/2025)
RR
Texas
(5/13/2025)
RR
Utah
(5/13/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/12/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 2/27/2025
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 2/27/2025
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 99TO
Date: 2/27/2025
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/12/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/4/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PF
PARTNERS FINANCE
PARTNERS FINANCE | PCR FINANCE GROUP, LLC | PARTNERS FINANCE GROUP

CRD#: 315067 / SEC#: , 8-70762

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
5847 San Felipe St Suite 1400, Houston, TX 77057
Mailing Address
5847 San Felipe St Suite 1400, Houston, TX 77057
Phone number
(713) 985-4620
Established
Texas since 05/25/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PCR REAL ESTATE HOLDING COMPANY, LLCMEMBER
CHILES, BRETT MOFFATTCHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR4128909
FAXON, REYHEENA MARIAFINOP4219599
SILBERMAN, JONATHAN ALANELECTED MANAGER, EXECUTIVE REP.1457569

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARTNERS FINANCE

CRD#: 315067Houston, TX 77057

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