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208 Sunset Dr. Suite #504, Johnson City, TN 37604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2025-01-27 |
Branch Locations
675B Emory Valley Rd, Oak Ridge, TN 37830 • United States
208 Sunset Dr. Suite #504, Johnson City, TN 37604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert T Green, Cpa Pc | Oak Ridge | TN | 06/1989 | Present |
| Avantax Investment Services, Inc. | Oak Ridge | TN | 01/2006 | 12/2024 |
| Avantax Advisory Services | Oak Ridge | TN | 01/2015 | 12/2024 |
| Roan Capital Partners, Llc | Oak Ridge | TN | 01/2025 | Present |
1) Robert T. Green, CPA, PC 675 Emory Valley Road Suite B Oak Ridge TN 37830 Tax Preparation/Accounting President 6/15/1989 170hrs~170hrs CPA RTGCPA POSITION: Owner NATURE: DBA - Logo INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2022 ADDRESS: 675 Emory Valley Road, Suite B, Oak Ridge TN 37830; DESCRIPTION: Company Logo 2) ROBERT T GREEN SR ESTATE POSITION: Executor NATURE: Estate of my father, Robert T Green Sr INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/19/2024 ADDRESS: 675 Emory Valley Road, Suite B, Oak Ridge TN 37830, United States DESCRIPTION: Executor of the estate to compile and disburse assets per the will 3) MELINDA YORK IRA CONDUIT TR ULWT POSITION: Trustee NATURE: Conduit IRA Trust by will of Robert T Green Sr for the benefit of Melinda York INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/19/2024 ADDRESS: 675 Emory Valley Road, Suite B, Oak Ridge TN 37830, United States DESCRIPTION: Trustee - managed investments and make beneficiary's distributions 4) MELINDA YORK TR ULWT ROBERT GREEN POSITION: Trustee NATURE: Testamentary Trust INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/13/2024 ADDRESS: 675 Emory Valley Road, Suite B, Oak Ridge TN 37830, United States DESCRIPTION: Trustee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-06 |
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