Robert Bixby Green

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 06/2025
  Cojo Bay Advisors, Llc
  Incline Village, NV
• 01/2019 → Present
  Bixby Benefit Auctioneers
  Incline Village, NV
• 03/2023 → 06/2025
  Advisor Resource Council Llc
  Dallas, TX
• 06/2025 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2023-04-24 → 2025-05-30
  Advisor Resource Council
  Dallas, TX
  Incline Villiage, NV
• 2015-02-27 → 2024-01-04
  Cojo Bay Advisors, Llc
  Oakland, CA
  Discovery Bay, CA
  Incline Village, NV
  Incline Village, NV
• 2002-04-11 → 2004-07-30
  Morrison & Frazier, Llc
  Lafayette, CA

Other Businesses

1. 06/01/2018 - Name: Bixby Benefit Auctioneers, Investment Related: No, Address: Same as listed in Item 1 of this form, Nature of Business: Charity Auctioneers, Position: Owner, Organizer, Auctioneer, and Consultant, Number of hours: Approximately 2 hours per month, on average. 0 securities trading hours, Sole Proprietor of charitable auction business. 2.006/01/2020 - Highlander Pride - 774 Mays Blvd. Suite 10-672, Incline Village, NV 89451. - 501c3 Org. - Non profit that raises funds for high school sports, band, and cheer. President and fundraising chair. 10 hours/month 3. 08/01/2018 - Fallen Waterman's Mandate - 930 Tahoe Blvd., Suite 802-164, Incline Village, NV 89451. 501c3 Org. Non-profit that raises funds to finance educational opportunities for children of parents lost in ocean accidents. Treasurer - 5 hours/month 4. Name: Echelon Materials, LLC, Investment Related: No, Address: 652 Glenbrook Road, Suite 6-202, Stamford CT 06906, Nature of Business: Non Investment Related, Position: Board Member, Start Date: 10/01/2015 - Number of hours: Approximately 20 hours per month, on average. 5 securities trading hours, Board member, Investor 5. Name: Njord Capital Irrevocable Trust, Investment Related: Yes, Address: 930 Tahoe Blvd, Suite 802-164, Nature of Business: Investment Trust, Position: Board Trustee, Number of hours: Approximately 5 hours per month, on average. 0 securities trading hours, Trustee of an irrevocable trust which invests in stocks, bonds, private equity and real estate 6. Name: Laurence and Alexi Pelosi Trust, Investment Related: No, Address: 930 Tahoe Blvd, Suite 802-164, Incline Village NV 89451, Nature of Business: Trust, Position: Trustee, Start Date: 3/1/2022, Number of hours: Approximately 10 hours per month, on average. 0 securities trading, hours, Trustee for Multiple trusts. Review and approve transactions 7. Cojo Bay Advisors, Investment Related - DBA name for RIA business - 930 Tahoe, Blvd, Suite 802-164; Incline Village, NV 89451 - 130 hours/month during trading hours - started 06/02/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-05-10

Designations

• Chartered Financial Analyst

Other Names

• Rob Green
• Robert Bixby Green