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Mitchell Lance Green

Strategic Advisers LLC

Atlanta, GA

Atlanta, GA

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Atlanta, GA • United States

3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568 • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Edward Jones Ann Arbor MI 12/2018 10/2021
Rockstar Energy Birmingham AL 03/2018 11/2018
University Of Alabama Tuscaloosa AL 08/2015 07/2017
University Of Alabama Tuscaloosa AL 08/2016 02/2017
Diabetics Doing Things Birmingham AL 08/2017 05/2018
Fidelity Investments Atlanta GA 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → 10/2021
    Edward Jones
    Ann Arbor, MI
  • 03/2018 → 11/2018
    Rockstar Energy
    Birmingham, AL
  • 08/2015 → 07/2017
    University Of Alabama
    Tuscaloosa, AL
  • 08/2016 → 02/2017
    University Of Alabama
    Tuscaloosa, AL
  • 08/2017 → 05/2018
    Diabetics Doing Things
    Birmingham, AL
  • 10/2021 → Present
    Fidelity Investments
    Atlanta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-12
  • S66 Uniform Combined State Law Examination
    2022-01-12
Other Names
  • Mitchell Lance Green
  • Mitch Green
  • Mitchell Green

View on SEC IAPD

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