PLANNING SOLUTIONS INTERNATIONAL LLC
Legal name: TOAMS FINANCIAL
CRD #300043 SEC #801-120648 JACKSONVILLE, FL (904) 733-5321
SEC Registered
Total AUM
$106M
Discretionary
$106M
Employees
2
Clients
251
Accounts
628
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, MARIO, JOSEPH | I | OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (8)
CO FL GA NC NY TN TX VA
Address
1901 UNIVERSITY BLVD WJACKSONVILLE, FL 32217
United States
Phone: (904) 733-5321