Sarah Elizabeth Green-Robinson

Current Employers

Employment History

• 07/2002 → Present
  Charles T. Mitchell &Amp; Co.
  Frankfort, KY
• 02/2009 → 12/2018
  Fsc Securities Corporation
  Frankfort, KY
• 01/2006 → 12/2018
  Ctm Insurance Services
  Frankfort, KY
• 12/2018 → 06/2024
  Securities America, Inc.
  Frankfort, KY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Frankfort, KY
• 11/2024 → Present
  Osaic Advisory Services
  Atlanta, GA

Other Businesses

1. CTM FINANCIAL GROUP - DBA 2. J&M GRAIN, LLC POSITION: Bookkeeper NATURE: Providing bookkeeping for my family's farm. The farm is owned by my Dad and my uncle. I have no ownership interest in this entity. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 1952 Graefenburg Rd., Lawrenceburg KY 40342 DESCRIPTION: I will pay the bills for the farm, reconcile the bank accounts, and pay employees. I will also compile all necessary reports for the filing of the annual tax returns. 3. WESTRIDGE ELEMENTARY - FRANKLIN COUNTY PUBLIC SCHOOLS POSITION: Assistant Coach NATURE: I am unsure of the structure as I would be a part time employee as the assistant coach for the girls' basketball team of Westridge Elementary. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2024 ADDRESS: 200 Oak Ridge Dr., Frankfort KY 40601, United States DESCRIPTION: I would assist the head coach with running practices and games. 4. CTM WEALTH ADVISORS POSITION: Wealth Advisor NATURE: Fixed annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 04/01/2023 ADDRESS: 307 Washington St, Frankfort KY 40601, United States DESCRIPTION: When appropriate and desired by a client various types of annuities may be recommended based on a client's desired goals. The risk tolerance of the client will also be considered in making a recommendation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-24
• S63 Uniform Securities Agent State Law Examination
  2003-04-29

Other Names

• Sarah E. Green
• Sarah R E Green-Robinson
• Sarah Elizabeth Green