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Rebecca Dewey Green

Springboard Asset Management LLC

Cheshire, CT

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Current Employers
Springboard Asset Management Llc

355 Highland Avenue Suite 201, Cheshire, CT 06410 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2022-05-18
CT RA APPROVED 2011-09-26
  • NH RA
    APPROVED
    Since 2022-05-18
  • CT RA
    APPROVED
    Since 2011-09-26

Branch Locations

355 Highland Avenue Suite 201, Cheshire, CT 06410 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Springboard Asset Management Llc Cheshire CT 09/2011 Present
Previous Registrations
  • 2009-02-02 → 2011-09-19
    Asset Strategies, Inc.
    Avon, CT
  • 2006-11-28 → 2007-09-13
    Td Ameritrade, Inc.
    West Hartford, CT
  • 2006-11-28 → 2007-09-13
    Td Ameritrade Investment Management, Llc
    West Hartford, CT
  • 2006-07-19 → 2006-11-09
    Securities America Advisors, Inc.
    Chester, CT
  • 2003-12-11 → 2006-07-10
    Strategic Advisers Llc
    New Haven, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-24
S63 Uniform Securities Agent State Law Examination 1999-04-28
  • S66 Uniform Combined State Law Examination
    2003-11-24
  • S63 Uniform Securities Agent State Law Examination
    1999-04-28
Designations
Other Names
  • Rebecca Dewey Phillips
  • Rebecca Dewey Phillips

View on SEC IAPD

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Other Investors

CHARLES MORTON GREEN
JEREMY BENNETT BEITEL
DAVID ARMAND VENTURA
Bosmat Cohen
SAMUEL ELIAS KAPLOWITZ
Sebastiano La Rosa
Maria Fredelinda Garcia Nuesi
PAUL BRISTOL SHAY

Other Offices

OSAIC WEALTH, INC. · CHESHIRE, CT
WELLS FARGO CLEARING SERVICES, LLC · CHESHIRE, CT
EDWARD JONES · Cheshire, CT
SOUNDVIEW PRIVATE WEALTH ADVISORS · CHESHIRE, CT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESHIRE, CT
OSAIC WEALTH, INC. · CHESHIRE, CT
OSAIC INSTITUTIONS, INC. · Cheshire, CT
LPL FINANCIAL LLC · CHESHIRE, CT

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