Wendy Ann Payne

Employer firm

Centurion Wealth Management CRD 317929

$784M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars
• INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → Present
  Life Stage Transitions,Llc
  Herndon, VA
• 02/2015 → 08/2022
  Spire Investment Partners
  Mclean, VA
• 02/2015 → 08/2022
  Spire Wealth Management, Llc
  Mclean, VA
• 02/2015 → Present
  Spire Securities, Llc
  Mclean, VA

Previous Registrations

• 2015-02-20 → 2022-08-10
  Spire Wealth Management, Llc
  Mclean, VA
  West Palm Beach, FL
• 2008-01-04 → 2015-02-23
  Xml Securities
  Bethesda, MD
  Fairfax, VA
  Falls Church, VA
• 2007-09-05 → 2007-12-31
  Lara, Shull & May, Ltd
  Falls Church, VA
  Falls Church, VA

Other Businesses

FOUNDER & CEO OF LIFE STAGE TRANSITIONS, LLC, NOT INVESTMENT-RELATED, 1130 BRANDY RUN ROAD, HERNDON, VA 20170, EDUCATION & CONSULTING PROVIDED FOR NEWLY INDEPENDENT INDIVIDUALS AND COUPLES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-04
• S63 Uniform Securities Agent State Law Examination
  2007-03-19

Other Names

• Wendy Ann Shelton