Robert Scott Green

Current Employers

Employment History

• 07/2015 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Homer, AK
• 11/2020 → 06/2024
  Securities America Advisors, Inc.
  Homer, AK
• 06/2024 → Present
  Osaic Wealth, Inc.
  Homer, AK

Previous Registrations

• 2020-11-06 → 2024-06-14
  Securities America Advisors, Inc.
  Homer, AK
  Homer, AK
• 2015-08-10 → 2020-11-06
  Kms Financial Services, Inc.
  Seattle, WA
  Homer, AK
  Seattle, WA
• 2013-12-04 → 2015-06-22
  Wells Fargo Clearing Services, Llc
  Homer, AK
  Anchorage, AK
• 2005-06-07 → 2009-02-19
  Citigroup Global Markets Inc.
  Anchorage, AK
  Anchorage, AK

Other Businesses

1. AKSBDC.ORG POSITION: Small Business Advisor NATURE: Part Time Alaska Small Business Development Center Advisor in Homer, Alaska. INVESTMENT RELATED: No NUMBER OF HOURS: 74 SECURITIES TRADING HOURS: 0 START DATE: 06/25/2020 ADDRESS: 1901 Bragaw St, Room 199, Anchorage AK 99508 DESCRIPTION: Advise prospective and existing small business on any and all aspects of establishing and or growing their small business with the exception of legal advice or tax advice. 2. DBA - Robert Scott Green Financial Services 3. ROBERT GREEN FINANCIAL SERVICES POSITION: Business Owner/Preparer NATURE: Seasonal Tax Preparer INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 3836 Lakeside Circle, Homer AK 99603 DESCRIPTION: Preparing taxes for clients on a seasonal basis.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-04
• S63 Uniform Securities Agent State Law Examination
  2013-11-12