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Trevor Michael Patterson

Osaic Wealth, Inc.

West End, NC

Appleton, WI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-04-06
NC RA APPROVED 2025-05-27
  • WI RA
    APPROVED
    Since 2026-04-06
  • NC RA
    APPROVED
    Since 2025-05-27

Branch Locations

1030 Seven Lakes Dr Suite A, West End, NC 27376 • United States

W6110 Aerotech Drive Suite A, Appleton, WI 54914 • 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
Unemployed/ In Grade School Aberdeen NC 01/2014 06/2018
Unemployed/ Out Of School Aberdeen NC 07/2018 01/2020
Sandhills Fire Academy Pinehurst NC 02/2020 08/2020
Puppy Creek Fire Department Raeford NC 09/2020 09/2022
Aflac West End NC 06/2022 11/2022
Payments In The Pines West End NC 11/2022 Present
Rise Payments West End NC 05/2023 Present
Osaic West End NC 07/2024 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-23
  • S66 Uniform Combined State Law Examination
    2025-05-23

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