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5908 Toole Drive Suite A, Knoxville, TN 37919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2010-07-27 |
Branch Locations
5908 Toole Drive Suite A, Knoxville, TN 37919 • 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 |
|---|---|---|---|---|
| Trustfirst | Knoxville | TN | 10/1995 | Present |
| Greensview Wealth Management | Chicago | IL | 07/2019 | 04/2021 |
| Trendz Advisors, Inc. | Knoxville | TN | 02/2006 | Present |
TRENDZ ADVISORS, INC., 2006, INVESTMENT ADVISORY FIRM OWNED BY DON TAYLOR, SAME ADDRESS AS TRUSTFIRST, INVESTMENT-RELATED, 20 HRS./MO, INVESTMENT REVIEW & ALLOCATIONS). NCDG PROPERTIES, LLC (3/2012), DG INCOME PROPERTIES II, LLC (7/2012), (3/2018), MCD HRB, LLC, and Vida Star Properties, LLC., Augusta Papa LLC., Emory Preferred LLC : DON TAYLOR IS MANAGER OF THESE LLC'S, SAME ADDRESS AS TRUSTFIRST, INVESTMENT-RELATED, LLC HOLDS REAL ESTATE, 5 HRS/QTR. PER LLC Insurance Sales; Investment Related; Knoxville, TN; Insurance Agent;3/2013 to present; approximately 40 hours a month during trading hours; sales of various insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1981-07-30 |
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