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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Statesville | TN | 07/2008 | 06/2020 |
| Lpl Financial, Llc | Statesville | NC | 06/2020 | 07/2025 |
| Osaic Wealth, Inc | Statesville | NC | 07/2025 | Present |
1)01/1994 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - BLISS LEGRAND CORP - 1% - 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)06/2020 - NON-VARIABLE INSURANCE - DAVID LEGRAND PAYNE - 20HRS/MO DURING TRADING - INVESTMENT RELATED - STATESVILLE, NC 28625
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-08 |
| S65 | Uniform Investment Adviser Law Examination | 1990-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-26 |
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