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Clearwater, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-10 |
| CA | RA | APPROVED | 2023-02-17 |
| FL | RA | APPROVED | 2023-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C Of S Wus | Los Angeles | CA | 06/2011 | 12/2017 |
| Studio Iii Marketing | Glendale | CA | 01/2018 | 08/2018 |
| Hello Studio Marketing Inc | Los Angeles | CA | 04/2018 | 08/2019 |
| Margo Park Financial | San Diego | CA | 07/2019 | 09/2021 |
| C Of S | Clearwater | FL | 01/2018 | Present |
| Transamerica Financial Advisors, Inc. | Clearwater | FL | 11/2021 | 05/2022 |
| Cary Green Inc | Clearwater | FL | 12/2020 | Present |
| Green Era Financial Llc | Clearwater | FL | 11/2022 | Present |
| Bettr | Clearwather | FL | 11/2022 | 01/2024 |
| Cary Green, Sole Proprietor | Clearwater | FL | 12/2018 | Present |
| Hello Studio Marketing Inc. | Los Angeles | CA | 04/2018 | 08/2019 |
Cary Green, Sole Proprietor; Insurance Agent; 12/2018; Sales of insurance products and services; Clearwater, FL; Hrs. Work Monthly: 8 / Sec Trading Hrs: 8 Cary Green INC / 1220-Present / Investment Related: No / 1100 Cleveland St. Apt 204, Clearwater, FL 33755 / Owner& CEO / Marketing, HR, and other services to Cary Green, Life & Health Insurance / Hrs. Work Monthly: 10 / Sec Trading Hrs: 0 / Manage Business C of S / 01/18-Present / Investment Related: No / 210 S Fort Harrison Ave. Clearwater FL 33756 / FSM / Church / Hrs. Work Monthly: 5 / Sec Trading Hrs: 0 / Help guide individuals to select courses and spiritual counseling to help them better their life. I don't receive and money form the individuals. The church will give me 10% of whatever the courses or counseling the person purchases. Bettr; 11/2022; non investment related; Clearwater, FL; referral partner; Work Monthly: 10 / Sec Trading Hrs: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-13 |
| S65 | Uniform Investment Adviser Law Examination | 2019-06-13 |
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