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Advisor at OSAIC WEALTH, INC.
Andersonville, TN | KNOXVILLE, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jun 23, 2025 | n/a | yes | KNOXVILLE, TN|Andersonville, TN | Current employment |
| GREENSVIEW WEALTH MANAGEMENT | Independent wealth | Nov 14, 2019 | Aug 3, 2020 | no | FRANKLIN, TN|KNOXVILLE, TN | Previous registration |
| TRENDZ ADVISORS | Former SEC adviser | Sep 16, 2014 | Jul 16, 2025 | no | KNOXVILLE, TN | Previous registration |
| Trustfirst | n/a | Jul 11, 2012 | Dec 31, 2019 | no | ANDERSONVILLE, TN|KNOXVILLE, TN | Previous registration |
| POWERS, JAMES A | n/a | Jun 11, 2004 | Dec 31, 2012 | no | ANDERSONVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRENDZ ADVISORS | GREENSVIEW WEALTH MANAGEMENT | Jul 16, 2025 | Nov 14, 2019 | -2,071 | Firm change after gap | Other |
| GREENSVIEW WEALTH MANAGEMENT | OSAIC WEALTH, INC. | Aug 3, 2020 | Jun 23, 2025 | 1,785 | Firm change after gap | RIA to ibd |
| Trustfirst | TRENDZ ADVISORS | Dec 31, 2019 | Sep 16, 2014 | -1,932 | Firm change after gap | Other |
| POWERS, JAMES A | Trustfirst | Dec 31, 2012 | Jul 11, 2012 | -173 | Firm change after gap | Other |