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.

Current firm

OSAIC WEALTH, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 10, 1987earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Dec 10, 1987

First registration

Jan 27, 2004

Dual registered

yes, broker-dealer

Other names

DANNY MACDONALD

IAPD individual key

1752411

• Occurred

  Jul 16, 2025
  Advisor changed firm

  Daniel Charles Macdonald left Trustfirst for Greensview Wealth Management (registered 2019-11-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f65e5050-4db3-046a-80c3-1f28291aeaf1

First observed

Jan 27, 2004

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.