Toby Roger Green

Current Employers

Tennessee Wealth Management

Franklin, TN • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2008-11-17

TN RA
APPROVED

Since 2008-11-17

Branch Locations

Franklin, TN • 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

Organization	City	State	From	To
Tennessee Wealth Management	Franklin	TN	08/2008	Present
Self-Employed - General Business Consulting	Franklin	TN	01/2020	Present

08/2008 → Present

Tennessee Wealth Management

Franklin, TN
01/2020 → Present

Self-Employed - General Business Consulting

Franklin, TN

Previous Registrations

2005-12-16 → 2008-08-27

Td Ameritrade, Inc.

Nashville, TN
2006-05-17 → 2008-08-27

Td Ameritrade Investment Management, Llc

Brentwood, TN
2005-06-15 → 2005-12-02

Morgan Stanley Dw Inc.

Nashville, TN

Other Businesses

Self-employed independent business consultant providing occasional general business consulting to privately held businesses. Services may include general business strategy, budgeting, cash-flow analysis, operational planning, and management and ownership matters. The activity is not investment-related. The individual does not act as a broker-dealer, solicit investors, effect securities transactions, receive transaction-based compensation, or provide investment advice concerning securities. Position: Independent Business Consultant Hours per month: 10 Hours during securities-trading hours: 10

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-06-13

S66 Uniform Combined State Law Examination

2005-06-13

View on SEC IAPD