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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED_RES | 2024-03-21 |
Branch Locations
Green Financial Resources, Llc 3700 Crestwood Pkwy Ste 140, Duluth, GA 30096 • United States
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 |
|---|---|---|---|---|
| Green Financial Resources | Duluth | GA | 01/2003 | Present |
| Cetera Advisors Llc | St Cloud | MN | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Cetera Advisors Llc | St Cloud | MN | 01/2004 | 03/2024 |
1) GREEN FINANCIAL RESOURCES, LLC, DBA FOR FIXED INSURANCE AGENT AND SECURITIES BUSINESS, SAME AS OFFICE ADDRESS, OWNER. 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2019; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, AND LONG TERM CARE; 3) GWINNETT TECHNICAL COLLEGE STARTED 5/04,CONTINUING EDUCATION INSTRUCTOR,TEACH GENERIC EDUCTIONAL RETIREMENT PLANNING COURSES AT THE COLLEGE,9HR/MO FOR 9 MONTHS OUT OF THE YEAR, HAVE POTENTIAL SECURITIES OR INSURANCE CUSTOMERS, 5150 SUGARLOAF PKWY, LAWRENCEVILLE, GA 30043 4) NAME OF OTHER BUSINESS: TOUCHING LIVES CHRISTIAN MINISTRY ; INVESTMENT RELATED: NO ADDRESS: 1800 SATELLITE BLVD, DULUTH GA 30301 ; NATURE OF BUSINESS: RELIGIOUS ORGANIZATION ; START DATE: 01/2005 ; POSITION/TITLE/RELATIONSHIP: SECRETARY ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: HELP BOARD MAKE DECISIONS REGARDING THE MINISTRY ; 5) AUDITORY VERBAL CENTER, INC., NOT INVESTMENT RELATED, 1901 CENTURY BLVD, STE. 20, ATLANTA, GA, NON-PROFIT THAT ASSISTS DEAF CHILDREN IN LEARNING HOW TO SPEAK, 1/01/2016, 1 HOUR PER WEEK - NOT DURING TRADING HOURS, CHAIRMAN OF THE BOARD - VOTING AND FEEDBACK. 7. DAVE RAMSEY FINANCIAL LITERACY PROGRAM, NOT INVESTMENT RELATED, 149 MALLORY LANE, BRENTWOOD, TN, 37027, EDUCATION, STARTED 09/2017, POSITION/TITLE/RELATIONSHIP: SPONSOR, LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PROVIDES THE PROGRAM TO LOCAL HIGH SCHOOLS AND PARTICIPATES IN CEREMONY WHEN STUDENTS RECEIVE CERTS FOR COMPLETING THE PROGRAM.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-02-15 |
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