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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-13 |
| FL | RA | APPROVED | 2026-03-03 |
| GA | RA | APPROVED | 2026-03-03 |
| KS | RA | APPROVED | 2026-03-03 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
1301 Moreland Dr Suite B , Kingsport , TN 37663 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustfirst, Inc. | Knoxville | TN | 10/2001 | 06/2025 |
| Trendz Advisors | Knoxville | TN | 06/2012 | 06/2025 |
| Osaic | Knoxville | TN | 06/2025 | 03/2026 |
| Packerland Brokerage Services | Green Bay | WI | 03/2026 | Present |
1. HOLDS A TENNESSEE INSURANCE LICENSE TO SELL VARIABLE ANNUITIES AND LIFE INSURANCE. THIS BUSINESS IS PROCESSED THROUGH TRUSTFIRST, DURING REGULAR BUSINESS HOURS. 2. TRUSTFIRST POSITION: Member NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/03/2001 ADDRESS: 5908 Toole Drive, Suite A, Knoxville TN 37919, United States DESCRIPTION: Brokerage and Advisory Services 3. TRUSTFIRST POSITION: Member NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2001 ADDRESS: 5908 Toole Drive, Suite A, Knoxville TN 37919, United States DESCRIPTION: service variable annuities 4. LESLIE GROSSMAN INSURANCE POSITION: Insurance Sales NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2001 ADDRESS: 5908 Toole Drive, Suite A, Knoxville TN 37919, United States DESCRIPTION: sales and service of insurance and annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-25 |
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