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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-18 |
Branch Locations
2117 Simonton Road Suite 103, Statesville, NC 28625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Statesville | NC | 04/2011 | 06/2020 |
| Lpl Financial, Llc | Statesville | NC | 06/2020 | 07/2025 |
| Payne Financial Consultants | Statesville | NC | 12/2009 | Present |
| Osaic Wealth, Inc | Statesville | NC | 07/2025 | Present |
1)09/2015 - NOTARY - ZACHARY PAYNE - 0% - INVESTMENT RELATED - STATESVILLE, NC 28625 2)12/2009 - DBA FOR LPL BUSINESS (entity for LPL business) - PAYNE FINANCIAL CONSULTANTS - INVESTMENT RELATED - STATESVILLE, NC 28625 3) 07/22/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/14/2023 - 0 Hours Per Month/ During Trading 4)PAYNE FINANCIAL CONSULTANTS POSITION: Owner NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/15/2010 ADDRESS: 2117 Simonton Rd, Suite 103, Statesville NC 28625, United States DESCRIPTION: I sell fixed annuities with a fixed, guaranteed rate. I do not sell index linked annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-22 |
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