Andrew Gustav Payne

Current Employers

Employment History

• 12/2004 → 02/2021
  Payne Agency
  Boone, NC
• 07/2005 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 01/2007 → 02/2021
  Executive Financial Resources,Inc.
  North Wilkesboro, NC
• 01/2008 → Present
  Payne Financial Services, Inc.
  Boone, NC
• 08/2024 → Present
  Osaic Wealth, Inc.
  Boone, NC

Previous Registrations

• 2021-02-16 → 2024-08-23
  Triad Advisors Llc
  Boone, NC
  Boone, NC
• 2007-01-29 → 2021-02-16
  Executive Financial Resources, Inc.
  North Wilkesboro, NC

Other Businesses

1. PAYNE FINANCIAL SERVICES, INC./ PAYNE AGENCY POSITION: SECRETARY/TRASURER NATURE: S-Corp, DBA/Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2004 ADDRESS: 207 Edgewood Dr, BOONE NC 28607, United States DESCRIPTION: SALES AND SERVICE OF INSURANCE PRODUCTS, Payne Financial Services is our DBA for all Osaic related business. We also have lines of insurance that are not available to sell through Osaic (group health, Colonial Supplemental) and policies that we service and sold prior to Triad's partnerships with Ash Brokerage and Highland Capital Brokerage. 2. ANDREW PAYNE POSITION: Homeowner NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2020 ADDRESS: 529 Poplar Hill Dr, Boone NC 28607, United States DESCRIPTION: I rent a room in my home to Payne Financial Services, Inc. for secure and private work from home. There is no public interaction with this OBA.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-18
• S63 Uniform Securities Agent State Law Examination
  2005-08-08