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Jennifer Lee Greene

Rbc Capital Markets, LLC

Rapid City, SD

Rapid City, SD

CRD 7041586

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Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-03
SD RA APPROVED 2024-10-08
  • TX RA
    APPROVED
    Since 2025-01-03
  • SD RA
    APPROVED
    Since 2024-10-08

Branch Locations

243 Founders Park Drive Suite 101, Rapid City, SD 57709-8479 • United States

Rapid City, SD • 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
Rbc Capital Markets, Llc Rapid City SD 10/2020 Present
Ubs Fianacial Services Rapid City SD 11/2018 10/2020
Unemployed Rapid City SD 05/2018 11/2018
Sears Holding Corporation Rapid City SD 06/2005 05/2018
  • 10/2020 → Present
    Rapid City, SD
  • 11/2018 → 10/2020
    Ubs Fianacial Services
    Rapid City, SD
  • 05/2018 → 11/2018
    Unemployed
    Rapid City, SD
  • 06/2005 → 05/2018
    Sears Holding Corporation
    Rapid City, SD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-07
  • S66 Uniform Combined State Law Examination
    2024-10-07
Other Names
  • Jenny Greene
  • Jennifer Lee Morgan
  • Jenny Morgan

View on SEC IAPD

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