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Donald Roy Payne

Osaic Wealth, Inc.

Palm Beach Gardens, FL

Birmingham, AL

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-29
AL RA APPROVED 2024-06-14
  • FL RA
    APPROVED
    Since 2026-06-29
  • AL RA
    APPROVED
    Since 2024-06-14

Branch Locations

Palm Beach Gardens, FL • United States

3535 Grandview Parkway Suite 500, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M Holdings Securities , Inc. Portland OR 03/2016 05/2018
Mbl Advisors Charlotte NC 03/2016 05/2018
Kestra Financial, Inc. Palm Beach Gardens FL 10/2018 03/2020
Flah & Company Palm Beach Gardens FL 10/2018 12/2021
Donald R. Payne, Jr., Clu, Chfc, Cfp Charlotte NC 06/2018 09/2018
Lion Street Financial Palm Beach Gardens FL 03/2020 12/2021
Lion Street Advisors Palm Beach Gardens FL 03/2020 12/2021
Highland Capital Brokerage Birmingham AL 12/2022 Present
Prudent Insurance, Llc Wesst Palm Beach FL 04/2022 11/2022
Unemployed Palm Beach Gardens FL 12/2021 04/2022
Osaic Wealth, Inc. Birmingham AL 06/2024 Present
Osaic Wealth, Inc. Birmingham AL 06/2024 Present
  • 03/2016 → 05/2018
    M Holdings Securities , Inc.
    Portland, OR
  • 03/2016 → 05/2018
    Mbl Advisors
    Charlotte, NC
  • 10/2018 → 03/2020
    Kestra Financial, Inc.
    Palm Beach Gardens, FL
  • 10/2018 → 12/2021
    Flah & Company
    Palm Beach Gardens, FL
  • 06/2018 → 09/2018
    Donald R. Payne, Jr., Clu, Chfc, Cfp
    Charlotte, NC
  • 03/2020 → 12/2021
    Lion Street Financial
    Palm Beach Gardens, FL
  • 03/2020 → 12/2021
    Lion Street Advisors
    Palm Beach Gardens, FL
  • 12/2022 → Present
    Highland Capital Brokerage
    Birmingham, AL
  • 04/2022 → 11/2022
    Prudent Insurance, Llc
    Wesst Palm Beach, FL
  • 12/2021 → 04/2022
    Unemployed
    Palm Beach Gardens, FL
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Birmingham, AL
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Birmingham, AL
Previous Registrations
  • 2023-02-10 → 2024-06-14
    Securities America Advisors, Inc.
    Birmingham, AL
  • 2020-04-13 → 2021-12-20
    Lion Street Advisors, Llc
    Palm Beach Gardens, FL
    Austin, TX
  • 2018-10-24 → 2020-03-28
    Kestra Advisory Services, Llc
    Palm Beach Gardens, FL
    Austin, TX
  • 2016-03-10 → 2018-05-31
    M Holdings Securities, Inc.
    Charlotte, NC
  • 2005-04-28 → 2016-03-04
    Kestra Investment Services, Llc
    High Point, NC
    Burlington, NC
    Whitsett, NC
    Greensboro, NC
    Greensboro, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-26
S63 Uniform Securities Agent State Law Examination 1990-04-27
  • S65 Uniform Investment Adviser Law Examination
    1999-07-26
  • S63 Uniform Securities Agent State Law Examination
    1990-04-27
Designations
Other Names
  • Don Payne
  • Donald Roy Payne
  • Donald Roy Payne

View on SEC IAPD

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