Adam Perry Greene

Current Employers

Employment History

• 06/2016 → 02/2018
  Capital One Investing, Llc
  Seattle, WA
• 03/2018 → 06/2021
  Voya Financial Advisors, Inc.
  Baton Rouge, LA
• 03/2018 → 02/2026
  Menard Financial Group
  Baton Rouge, LA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-03-14 → 2021-06-09
  Voya Financial Advisors, Inc.
  Baton Rouge, LA
  Des Moines, IA
  Des Moines, IA
  West Des Moines, IA
• 2016-06-09 → 2018-03-06
  Capital One Advisors, Llc
  Baton Rouge, LA
  Mclean, VA
• 2014-02-11 → 2016-06-10
  Hancock Whitney Investment Services Inc.
  New Orleans, LA
  Baton Rouge, LA
  Baton Rouge, LA
• 2012-10-01 → 2014-02-07
  J.P. Morgan Securities Llc
  Baton Rouge, LA
  Baton Rouge, LA
  Baton Rouge, LA
  Baton Rouge, LA
• 2012-01-05 → 2012-10-01
  Chase Investment Services Corp.
  Baton Rouge, LA
  Baton Rouge, LA
• 2011-08-19 → 2011-11-04
  Northwestern Mutual Investment Services, Llc
  Baton Rouge, LA

Other Businesses

1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 9191 SIEGEN LANE BLDG 6 STE B; BATON ROUGE; LA; 70610; FIXED INSURANCE; INDEPENDENT INSURANCE AGENT; 3/13/2018; 160; 160; SALE OF FIXED INSURANCE PRODUCTS.| 2) NAME OF OTHER BUSINESS: MENARD WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3) NAME OF OTHER BUSINESS: MKG LLC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 03/2022; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY IN PLACE FOR BUSINESS CONTINUITY PURPOSES;

Exams

• S66 Uniform Combined State Law Examination
  2011-08-17

Designations