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Current Employers
Strategic Financial Partners, Ltd

Bend, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-01
NM RA APPROVED 2020-02-05
  • OR RA
    APPROVED
    Since 2025-01-01
  • NM RA
    APPROVED
    Since 2020-02-05

Branch Locations

Bend, OR • United States

Santa Fe, NM • 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
Lpl Financial Llc Lake Oswego OR 11/2013 Present
Strategic Financial Partners Lake Oswego OR 12/2013 Present
  • 11/2013 → Present
    Lpl Financial Llc
    Lake Oswego, OR
  • 12/2013 → Present
    Strategic Financial Partners
    Lake Oswego, OR
Previous Registrations
Other Businesses

1. 12/23/2013 - STRATEGIC FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - TIME SPENT 35% - PROVIDES ADVISORY SERVICES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-17
S63 Uniform Securities Agent State Law Examination 2000-04-17
  • S66 Uniform Combined State Law Examination
    2009-04-17
  • S63 Uniform Securities Agent State Law Examination
    2000-04-17
Other Names
  • Asher Green
  • Kevin Asher Green
  • Kevin A Green

View on SEC IAPD

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