Victoria Greene

Current Employers

Employment History

• 05/2008 → 06/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  College Station, TX
• 05/2011 → 06/2019
  Bank Of America, N.A.
  College Station, TX
• 06/2019 → Present
  Sanctuary Securities, Inc.
  College Station, TX
• 06/2019 → Present
  Sanctuary Advisors Llc
  College Station, TX

Previous Registrations

• 2008-08-04 → 2019-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  College Station, TX

Other Businesses

1-MAY'S BUSINESS SCHOOL, A&M Address: 4218 Tamu College Station TX Nature of the business: Public University Position: Advisory Board Member Investment-related: NO Number of hours: 2 Number of hours: 0 2- Houston Culver Club Address: Houston Nature of the business: Alumni chapter Position: President Investment-related: NO Number of hours:5 Number of hours :0 3-HGV Farms LLC Position: Managing Partner Nature: Management of agriculture Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 2/01/2021. Address: 1211 Van Horn Dr, College Station TX 77845 Description: Single member LLC, Managing partner 4- Corner Capital Advisors Position: Independent Contractor Nature: Guidance financial professionals. Investment Related: Yes Hours: 5 Securities Trading Hours: 2 Start Date: 9/15/2022. Address: 10 E. Figueroa St, Suite 204, Santa Barbra CA 93101 Description: Financial & estate planning for business sellers 5- G Squared Asset Management Position: Officer/Director Nature: DBA Investment Related: Yes Hours: 15 Securities Trading Hours: 10 Start Date: 7/1/2021. Address: 1470 Copperfield Parkway, College Station TX 77845 Description: Offshoot (second DBA) of G Squared Private Wealth, LLC 6-Culver Academy Legion Board of Directors Nature: Board member Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 7/15/2022. Address: 1300 Academy Road, Culver IN 46511 Description: Board Member 7- Continuum 22 LLC Position: Manager, Officer Nature: LLC set up for 6 Degrees Wealth's Investment Related: No Hours: 2 Securities Trading Hours: 2 Start Date: 8/20/2022. Address: 1470 Copperfield Parkway, College Station TX 77845, USA Description: Working w/ bookkeepers for filings. No income or ownership 8- Name: 6 Degrees Wealth. Position: Founding Partner / CIO Nature: A partnership to acquire new practices & retiring advisors Investment Related: Yes. Hours: 50 Trading Hours: 40. Start Date: 9/15/2020. Address: 15377 Memorial Drive, STE 340, Houston TX 77024 Description: Founder 9- G Squared Media LLC Position: Manager, Member Nature: LLC for CNBC Contributor expenses, travel & media expenses for media appearances. Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 12/11/2022. Address: 1470 Copperfield Parkway, College Station TX 77845 Description: Member/manager. Will need to admin the LLC, work with CPA on tax prep, manage expenses and bank account. 10- CNBC Position: Independent Contractor Nature: CNBC contributor for paid media appearances on their TV shows Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 12/19/2022. Member/manager 11- WALMAN & GRISHAM HOLDINGS LLC POSITION: member NATURE: Real estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 4/20/2024. ADDRESS: 1470 Copperfield Parkway, College Station TX 77845 DESCRIPTION: Management 12- HAZEL HOLDINGS LLC POSITION: President, Manager NATURE: Holding company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/15/2026. ADDRESS: 1470 Copperfield Parkway, College Station TX 77845, United States DESCRIPTION: Manager, president. 13-G SQUARED MEDIA LLC POSITION: Manager, Member NATURE: LLC for CNBC Contributor expenses, travel and media expenses for media appearances. To also include potential outside speaker fees for conferences or other speaking events outside CNBC or television. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/11/2022 ADDRESS: 1470 Copperfield Parkway, College Station TX 77845, United States DESCRIPTION: Member/manager.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-31

Other Names

• Victoria C Greene