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1901 University Blvd W, Jacksonville, FL 32217 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
1901 University Blvd W, Jacksonville, FL 32217 • United States
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-05 |
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