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Mario Joseph Payne

Toams Financial

Jacksonville, FL

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Current Employers
Toams Financial

1901 University Blvd W, Jacksonville, FL 32217 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
TN RA APP_PEND_IARCE 2026-01-01
GA RA APPROVED 2020-02-26
TX RA APPROVED_RES 2020-01-31
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TN RA
    APP_PEND_IARCE
    Since 2026-01-01
  • GA RA
    APPROVED
    Since 2020-02-26
  • TX RA
    APPROVED_RES
    Since 2020-01-31

Branch Locations

1901 University Blvd W, Jacksonville, FL 32217 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Jacksonville FL 05/2013 02/2019
Raymond James Financial Services Advisors Inc. Jacksonville FL 05/2013 02/2019
Planning Solutions International Llc Dba Toams Financial Jacksonville FL 02/2019 Present
  • 05/2013 → 02/2019
    Raymond James Financial Services, Inc.
    Jacksonville, FL
  • 05/2013 → 02/2019
    Jacksonville, FL
  • 02/2019 → Present
    Planning Solutions International Llc Dba Toams Financial
    Jacksonville, FL
Previous Registrations
Other Businesses

1) Mr. Payne is an Independent Insurance Agent. 2) Mr. Payne is a 9% owner of Let Bob LLC, a software platform (app) offering access to investment strategies and trading automation. 3) Mr. Payne is a 3% owner of Real Estate Cake, Inc., a real estate investors' platform that connects private sellers to buyers. 4) Mr. Payne is a 2% owner of Flood-Con, LLC, an automated stormwater management company. 5) Mr. Payne is a .5% owner of Goodbye Book, and end of life notification app. 6) Mr. Payne is the author of the book The Relax Estate - he Relax Investor 7) Mr. Payne is a member of PSISATB.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-05
  • S66 Uniform Combined State Law Examination
    2008-01-05
Designations

View on SEC IAPD

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