Isaac Sidney Greene

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Market timing

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

Current Employers

Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2020-11-18
TX	RA	APPROVED_RES	2018-11-12
NV	RA	APPROVED	2016-01-08

CO RA
APPROVED

Since 2020-11-18
TX RA
APPROVED_RES

Since 2018-11-12
NV RA
APPROVED

Since 2016-01-08

Branch Locations

Littleton, CO • United States

6045 S Fort Apache Ste. 120, Las Vegas, NV 89148 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Cambridge Investment Research, Inc.	Fairfield	IA	12/2015	Present
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	12/2015	Present

12/2015 → Present

Cambridge Investment Research, Inc.

Fairfield, IA
12/2015 → Present

Cambridge Investment Research Advisors, Inc.

Fairfield, IA

Previous Registrations

2012-01-20 → 2015-12-07

Tricor Advisory Services, Llc

Las Vegas, NV
2006-03-16 → 2007-06-20

Invest Financial Corporation

Las Vegas, NV

Las Vegas, NV

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 01/08/2016 2) EVERY SEASON WEALTH PARTNERS, 6045 S Fort Apache, STE 120, Las Vegas NV 89148, United States, 06/28/2024, IAR, DBA Name, INV REL, 10 HR/MO - 10 HR/MO TRADING

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-03-15

S66 Uniform Combined State Law Examination

2006-03-15

Other Names

Isaac S. Green

View on SEC IAPD