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2150 Post Road Suite 301, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-18 |
| NJ | RA | APPROVED | 2024-05-02 |
| MA | RA | APPROVED | 2023-07-14 |
| FL | RA | APPROVED | 2021-08-20 |
Branch Locations
2700 N. Military Trail, Suite 400, Boca Raton, FL 33431 • United States
2150 Post Road Suite 301, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Boca Raton | FL | 03/2003 | 09/2018 |
| Apple Insurance | Boca Raton | FL | 10/2018 | 07/2019 |
| Janney Montgomery Scott Llc | Ft. Lauderdale | FL | 07/2020 | 06/2021 |
| David Lerner Associates | Boca Raton | FL | 08/2019 | 03/2020 |
| Unemployed | Boca Raton | FL | 03/2020 | 07/2020 |
| Herbert J. Sims & Co., Inc. | Boca Raton | FL | 06/2021 | Present |
| Herbert J. Sims Capital Management | Boca Raton | FL | 08/2021 | Present |
Dana Green is an investment adviser representative of HJ Sims Capital Management ("HJSCM"), a SEC registered investment advisor and wholly owned subsidiary of HJ Sims Co., Inc. HJSCM primarily provides customized investment management services to high-net-worth individuals and associated trusts, estates, pension and profit-sharing plans, and other legal entities. Dana Green began her association with HJSCM in 2021 and devotes approximately 5% of her time to HJSCM; however, Dana Green's primary business is providing brokerage services through the broker-dealer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-13 |
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