Troy Laverne Green

Current Employers

T Green Wealth Advisors Llc

Grove City, OH • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2018-01-29

OH RA
APPROVED

Since 2018-01-29

Branch Locations

Grove City, OH • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
The Huntington Investment Company	Columbus	OH	05/2010	09/2017
T Green Wealth Advisors Llc	Lima	OH	01/2018	Present
Sole Proprietor	Lima	OH	09/2002	Present

05/2010 → 09/2017

The Huntington Investment Company

Columbus, OH
01/2018 → Present

T Green Wealth Advisors Llc

Lima, OH
09/2002 → Present

Sole Proprietor

Lima, OH

Previous Registrations

2010-06-03 → 2017-09-19

The Huntington Investment Company

Findlay, OH

Findlay, OH

Carey, OH

Findlay, OH

Findlay, OH

Arlington, OH

Fostoria, OH
2005-07-06 → 2010-05-04

Chase Investment Services Corp.

St. Mary'S, OH

Celina, OH

St. Mary'S, OH
2004-03-24 → 2005-07-06

Banc One Securities Corporation

Lima, OH

Other Businesses

NAME OF OTHER BUSINESS: MAD RIVER MOUNTAIN SKI PATROL ADDRESS: 1000 SNOW VALLEY ROAD, ZANESVILLE, OHIO 43360 BRIEF DESCRIPTION OF BUSINESS: PATROL DIRECTOR; PROVIDES SAFETY, SECURITY, AND PRIMARY FIRST RESPONDER/EMT CARE TO THE PUBLIC START DATE OF RELATIONSHIP: MAY 1995 COMPENSATION: THIS A NOT FOR PROFIT ORGANIZATION IN WHICH I RECEIVE NO DIRECT COMPENSATION OUTSIDE OF SKI PRIVILEDGES FOR MYSELF AND CHILDREN. HOURS PER MONTH: I SPEND APPROXIMATELY 30 HRS PER MONTH, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS. DUTIES: MY CURRENT DUTIES OUTSIDE OF THE ABOVE MENTIONED GENERAL DUTIES INCLUDE OVERALL RESPONSIBILITIES FOR PROFICIENCY FOR THE PATROL IN MEDICAL TRAINING AND SKIING AND TOBOGGAN SKILS AND ENSURE EVERYONE IS UP TO DATE IN THEIR SKILLS. Managing Member Troy Green is also a licensed insurance agent. Approximately 10% of his time is spent in this practice. He will offer Clients services from this activity. This practice represents a conflict of interest because it gives an incentive to recommend products based on the commission amount received. This conflict is mitigated disclosures, procedures and the firm's fiduciary obligation to place the best interest of the Client first and the Clients are not required to purchase any products. Clients have the option to purchase these products through another insurance agent of their choosing.