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Jonathan Wyatt Greenwich

Osaic Wealth, Inc.

Alexandria, VA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-10-27
  • VA RA
    APPROVED
    Since 2021-10-27

Branch Locations

215 N Payne St, Alexandria, VA 22314 • 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
Capitol Financial Group Reston VA 04/2018 09/2018
Thinkfast Sports Mclean VA 07/2009 04/2018
Royal Alliance Mclean VA 09/2018 02/2019
Royal Alliance Mclean VA 02/2019 08/2019
Massmutual Life Insurance Co Rockville MD 05/2019 10/2021
Mml Investors Services, Llc Rockville MD 09/2019 10/2021
Osaic Wealth, Inc. Arlington VA 10/2021 Present
  • 04/2018 → 09/2018
    Capitol Financial Group
    Reston, VA
  • 07/2009 → 04/2018
    Thinkfast Sports
    Mclean, VA
  • 09/2018 → 02/2019
    Royal Alliance
    Mclean, VA
  • 02/2019 → 08/2019
    Royal Alliance
    Mclean, VA
  • 05/2019 → 10/2021
    Massmutual Life Insurance Co
    Rockville, MD
  • 09/2019 → 10/2021
    Rockville, MD
  • 10/2021 → Present
    Arlington, VA
Previous Registrations
Other Businesses

1. FUTUREPLAN KEY ADVISOR COUNCIL POSITION: Council Member NATURE: Board position for a Third Party Administrator. My responsibility is to provide strategic business advice. The position is not compensated. Travel for meetings is reimbursable. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2024 ADDRESS: 200 Dryden Rd, Suite 3500, Dresher PA 19025, United States DESCRIPTION: Board position for a Third Party Administrator. My responsibility is to provide strategic business advice. The position is not compensated. Travel for meetings is reimbursable. 2. JONATHAN GREENWICH POSITION: Independent Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/22/2021 ADDRESS: 215 N Payne St, Alexandria VA 22314, United States DESCRIPTION: Sale of insurance products 3. THINKFAST SPORTS, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2012 ADDRESS: 2076 Hunting Creek Ct, Alexandria VA 22303, United States DESCRIPTION: Sports and performance training for athletes 4. VIRTUS CAPITAL POSITION: Founder and Managing Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 03/21/2022 ADDRESS: 215 N Payne St, Alexandria VA 22314, United States DESCRIPTION: Investment management, financial planning, insurance products, and investment advice.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-14
  • S66 Uniform Combined State Law Examination
    2019-02-14
Other Names
  • Jonathan Wyat Greenwich
  • Jonathan Greenwich
  • Jonathan W Greenwich

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