Trevor Michael Patterson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2014 → 06/2018
  Unemployed/ In Grade School
  Aberdeen, NC
• 07/2018 → 01/2020
  Unemployed/ Out Of School
  Aberdeen, NC
• 02/2020 → 08/2020
  Sandhills Fire Academy
  Pinehurst, NC
• 09/2020 → 09/2022
  Puppy Creek Fire Department
  Raeford, NC
• 06/2022 → 11/2022
  Aflac
  West End, NC
• 11/2022 → Present
  Payments In The Pines
  West End, NC
• 05/2023 → Present
  Rise Payments
  West End, NC
• 07/2024 → Present
  Osaic
  West End, NC

Other Businesses

Name of Business is: Rise Payments Non-investment related Address of business: 132 Villa Dr, West End, NC 27376 Nature of the business: We sell credit card terminals to business owners as a way for them to except payments for the business. My Position: Owner Title: CEO Start date: May 1, 2023 Hours/Month devoted to the business: 40 hours Hours devoted during trading hours: 2 hours a day Duties: I manage the company and ensure everything is operating as it should be. I also do sales and maintain customer accounts.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-23