Mitchell Don Green

Employer firm

Transcendent Capital Group CRD 316872

$361M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 11/2021
  Wells Fargo Advisors Financial Network, Llc
  Edmond, OK
• 11/2021 → Present
  Transcendent Capital Group Llc
  Edmond, OK

Previous Registrations

• 2015-06-25 → 2021-11-17
  Wells Fargo Advisors Financial Network, Llc
  Edmond, OK

Other Businesses

GRAYLOCK LLC; NOT INV RELATED; PIEDMONT, OK; RENTAL PROPERTY; 95% OWNERSHIP; START 4/1/2012; 10 HOURS PER MONTH, 0 DURING TRADING; LANDLORD. FERRELL JOHNSON PROPERTIES LLC, NOT INV RELATED, EDMOND, OK, 33.3% OWNERSHIP, START 1/1/2008, 4 HOURS PER MONTH/0 DURING TRADING, HOLDS FINET PRACTICE BUILDING/RENTAL PROPERTY. JMEL LLC; NON INV RELATED; EDMOND, OK; OWNER; OFFICE BUILDING FOR BUSINESS PRACTICE; START: 2/1/17; 5 HRS/MO; 0 DURING TRADING. STYX LLC; NON INV RELATED; OKLAHOMA CITY, OK; OWNER; RESIDENTIAL RENTAL PROPERTIES; START 2018; 2 HRS/MO; 0 DURING TRADING. BELLE G LLC; NON INV RELATED; OWNER; RESIDENTIAL PROPERTIES; START 2020; 3 HRS/MO; 0 DURING TRADING. BOARD OF DIRECTORS FOR MARTINDALE CONSULTANTS, INC.; START 2022; 12 HRS/MO; 0 DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-25

Other Names

• Mitch Green