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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-11 |
| NC | RA | APPROVED | 2025-09-11 |
| DE | RA | APPROVED | 2025-09-10 |
Branch Locations
200 Continental Drive Suite 401, Newark, DE 19713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canaan Land Investments @ Berkshire Llc | Odessa | DE | 02/2007 | 11/2024 |
| Wilmington University | New Castle | DE | 06/2010 | Present |
| Wisdom Wealth And Winning | Odessa | DE | 09/2012 | 01/2023 |
| Signator Investors, Inc. | Middletown | DE | 05/2016 | 11/2017 |
| Pruco Securities, Llc. | Middletown | DE | 11/2017 | 01/2023 |
| Prudential Insurance Company Of America | Middletown | DE | 11/2017 | 01/2023 |
| Mml Investors Services, Llc | Newark | DE | 01/2023 | 09/2025 |
| Mass Mutual Insurance Company | Newark | DE | 01/2023 | 09/2025 |
| Osaic Wealth, Inc. | Middletown | DE | 09/2025 | Present |
1) NAME: DAWN GREEN INV REL: Y ADD: 200 CONTINENTAL DRIVE, SUITE 101, NEWARK, DE 19713 NATURE: OUTSIDE INSURANCE POSITION: FINANCIAL PLANNER START DATE: 01/03/2023 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 4 DESCRIBE DUTIES: LIFE, DISABILITIES, LONG-TERM CARE AND FIXED ANNUITIES. 2) NAME: WISDOM WEALTH AND WINNING INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: BUSINESS ENTITY, LLC POSITION: OWNER START DATE: 01/03/2023 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 4 DESCRIBE DUTIES: OPERATING ENTITY FOR FINNANCIAL PLANNING BUSINESS. 3) NAME: DAWN GREEN INV REL: N ADD: 320 M DUPONT HIGHWAY, NEW CASTLE, DE 19720 NATURE: ADJUNCT PROFESSOR POSITION: ADJUNCT PROFESSOR START DATE: 01/03/2023 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: TEACHING VARIOUS COURSES. 4) INSURANCE POSITION: Owner NATURE: Insurance through my DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 12/12/2012 ADDRESS: 119 Asbury Loop, Middletown DE 19709, United States DESCRIPTION: Provide insurance products: Term life insurance Permanent life insurance Fixed annuities 5) COLONIAL FINANCIAL OVERSIGHT COMMITTE POSITION: Committee Member NATURE: It is a school district INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 318 E Basin Road, New Castle DE 19720, United States DESCRIPTION: Review the school district financials 6) WILMINGTON UNIVERSITY POSITION: Adjunct Professor NATURE: It is an university. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2009 ADDRESS: 320 N Dupont Hwy, New Castle DE 19720, United States DESCRIPTION: Online instructor 7) WISDOM WEALTH AND WINNING POSITION: Owner NATURE: The business is structured as a LLC. Author, books and speaking engagements. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/12/2012 ADDRESS: 119 Asbury Loop, Middletown DE 19709, United States DESCRIPTION: This my DBA, I utilized insurance, planning and securities products for business. Speaking engagements on various topics. Books, author and interviews. 8) MDRT POSITION: Member NATURE: Association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2026 ADDRESS: 325 West Touhy Avenue, Park Ridge IL 60068, United States DESCRIPTION: Member 9) HER MONEY HER CHOICE POSITION: Author NATURE: No structure. This is the book I published with my co-authors. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2026 ADDRESS: 200 Continental Drive, Suite 401, Newark, DE DE 19713, United States DESCRIPTION: I wrote a book and do book signings and discussions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-15 |
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