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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
Green Financial Resources, Llc 3700 Crestwood Pkwy Ste 140, Duluth, GA 30096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Financial Resources Llc | Duluth | GA | 05/2016 | Present |
| Cetera Advisors Llc | St Cloud | MN | 07/2016 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Cetera Advisors Llc | St Cloud | MN | 05/2017 | 03/2024 |
1. NAME OF OTHER BUSINESS: GREEN FINANCIAL RESOURCES, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES; START DATE: 05/2016; POSITION/TITLE/RELATIONSHIP: ADVISOR / CLIENT SERVICE MANAGER; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL PLANNING, INVESTMENT ADVICE AND INSURANCE SERVICES. ASSIST OTHER ADVISORS WITH PAPERWORK AND OTHER SERVICE RELATED TASKS; 2. DAVE RAMSEY FINANCIAL LITERACY PROGRAM, NOT INVESTMENT RELATED, 149 MALLORY LANE, BRENTWOOD, TN, 37027, EDUCATION, STARTED 03/2020, POSITION/TITLE/RELATIONSHIP: SPONSOR, LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PROVIDES THE PROGRAM TO LOCAL HIGH SCHOOLS AND PARTICIPATES IN CEREMONY WHEN STUDENTS RECEIVE CERTS FOR COMPLETING THE PROGRAM.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-15 |
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