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TrustFirst Inc.

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TrustFirst Inc.

Overview:

TrustFirst has two sets of customers, our investor clients and our affiliated representatives.

We have a unique opportunity to offer a wide variety of investment management choices for both investors and representatives.

History:

TrustFirst began 10/31/95. I started the company because I figured building equity in my own business was smarter than doing the same for a regional bank or PaineWebber. Starting a broker dealer from scratch isn't easy. You have to deal with the regulatory issues, the challenge of actually running a business, meeting the overhead, etc. I think it gives a perspective many of our customers appreciate.

In 2001, TrustFirst bought Culver Financial Services for stock. With that purchase TrustFirst gained customers and new business opportunities. Neal Culver opened the door for deal making. Neal had a long history of new underwritings in both equity and fixed income. Neal is now retired and I thank him for adding a great deal to TrustFirst.

In 2006, we made the decision to move all accounts from Bear Stearns to Pershing, a division of the Bank of New York/Mellon. Pershing is the market leader for clearing services for independent broker dealers across the U.S. They have state of the art trading platforms/systems and account services.

Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation, the nation's oldest continuously operating bank, and one of the world's leading providers of securities services. Pershing has approximately $718.5 billion in assets held in custody. Pershing's parent company, The Bank of New York Mellon Corporation, has $19.5 trillion in assets under custody and administration.

Member: FINRA, MSRB, SIPC

Toll Free: +1 888 583 7390

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