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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-23 |
Branch Locations
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, Inc. | Knoxville | TN | 01/2015 | 06/2025 |
| Greensview Wealth Management | Chicago | IL | 07/2019 | Present |
| Osaic | Knoxville | TN | 06/2025 | Present |
1. Holds a Tennessee Insurance license to sell variable annuities and life insurance. All insurance business is processed through TrustFirst, Inc. during regular business hours. 2. TRUSTFIRST POSITION: member NATURE: DBA for securities business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/15/2015 ADDRESS: 5908 toole dr, KNOXVILLE TN 37919, United States DESCRIPTION: DBA for securities business 3. TRUSTFIRST POSITION: member NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/15/2015 ADDRESS: 5908 Toole Dr, Knoxville TN 37919, United States DESCRIPTION: fixed insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-10 |
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