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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Payne & Associaties | Manassas | VA | 09/1982 | Present |
| Woodbury Financial Services, Inc. | Woodbury | MN | 05/2004 | 01/2024 |
| Osaic Wealth, Inc. | Manassas | VA | 01/2024 | Present |
1. PAYNE & ASSOCIATES INSURANCE OWNER 0 HOURS DEVOTED TO BUSINESS BUSINESS HAS $0 ASSETS & 0 HOURS OF OPERATION THIS IS AN OLD INSURANCE BUSINESS THAT WAS SOLD 12/2005. BOBBY MAINTAINS A BUSINESS LICENSE ONLY 1)BOBBY PAYNE JR; NONINV RELATED; 8629 SUDLEY RD STE 202 MANASSAS,VA; SERVICE OLD FIXED UL LIFE PRODUCTS; SELF; 02/02/1986; 1HR/MON; 0HR/MON; SERVICE CLIENTS 2. BOBBY R. PAYNE, JR. POSITION: Agent NATURE: Fixed insurance product sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1986 ADDRESS: 8629 SUDLEY ROAD, SUITE 202, Manassas VA 20110, United States DESCRIPTION: Present insurance illustrations to clients, submit to underwriting, deliver the issued policy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-12 |
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