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Inactive

Louis Green

Savvy

New York, NY

Brooklyn, NY

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-04-24
TX RA APPROVED 2024-04-24
  • NY RA
    APPROVED
    Since 2024-04-24
  • TX RA
    APPROVED
    Since 2024-04-24

Branch Locations

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Brooklyn, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Pwm Bridgewater NJ 06/2015 11/2020
Ubs Financial Services Inc New York NY 12/2020 04/2024
Savvy Brooklyn NY 04/2024 Present
Previous Registrations
  • 2020-12-09 → 2024-04-29
    Ubs Financial Services Inc.
    New York, NY
    New York, NY
  • 2020-04-23 → 2020-10-31
    Allegiant Wealth Planning Llc
    Brooklyn, NY
  • 2008-09-15 → 2015-07-10
    Deutsche Bank Securities Inc.
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-01-04
S66 Uniform Combined State Law Examination 2008-09-12
  • S63 Uniform Securities Agent State Law Examination
    2021-01-04
  • S66 Uniform Combined State Law Examination
    2008-09-12
Designations
Other Names
  • Louis Green

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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