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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
1612 Summit Ave Suite 350, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Fort Worth | TX | 06/2026 | Present |
| Texas Tech University | Lubbock | TX | 08/2014 | 12/2017 |
| Hfs Wealth Management | Dallas | TX | 06/2017 | 08/2017 |
| Moneta Group | Clayton | MO | 01/2018 | 02/2019 |
| Unemployed | Pittsburg | TX | 02/2019 | 04/2019 |
| Armstrong Purselley Wealth Management Group | Bedford | TX | 05/2019 | 02/2023 |
| Door Dash | Fort Worth | TX | 12/2020 | 01/2021 |
| Uber | Saint Louis | MO | 01/2019 | 02/2019 |
| Btp Services | Quitman | TX | 04/2019 | 05/2019 |
| Cetera Advisor Networks | El Segundo | CA | 05/2021 | 02/2023 |
| Cwm, Llc | Omaha | NE | 01/2022 | 02/2023 |
| Cwm, Llc Dba Carson Partners | Fort Worth | TX | 02/2022 | 02/2023 |
| Lpl Financial | Dallas | TX | 02/2023 | 01/2024 |
| Advisor Resource Council | Dallas | TX | 02/2023 | 01/2024 |
| 360 Wealth Partners | Dallas | TX | 02/2023 | 01/2024 |
| The Rudd Company, Llc | Fort Worth | TX | 01/2024 | 05/2026 |
1. CHARLES R. GREEN & ASSOCIATES, INC. POSITION: Wealth Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 06/01/2026 ADDRESS: 1612 Summit Ave, Suite 350, Fort Worth TX 76102, United States DESCRIPTION: Maintain, open and close client accounts; process trades as directed by advisor, servicing clients. Meet with clients and prospects. Comprehensive financial planning analysis and delivery. 2. CHARLES R. GREEN & ASSOCIATES POSITION: Servicing NATURE: TX General Lines Agent - not actively selling INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2026 ADDRESS: 1612 Summit Ave, Suite 350, Fort Worth TX 76102, United States DESCRIPTION: Provide customer support on insurance policies and LTC. Servicing clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-14 |
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