Cheryl Annette Green

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 03/2001 → 06/2023
  Dominion Investor Services, Inc.
  San Antonio, TX
• 03/2001 → Present
  First Investment Corporation
  Bartlesville, OK
• 06/2023 → 05/2026
  Calton & Associates
  Tampa, FL
• 05/2026 → Present
  Farther
  Bartlesville, OK

Previous Registrations

• 2002-03-13 → 2026-08-31
  First Investment Corporation
  Bartlesville, OK
  Bartlesville, OK

Other Businesses

FIRST INVESTMENT CORPORATION, RIA, FINANCIAL PLANNING FIRM, 30-40 HOURS/WK, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK; T2T, LLC, NOT INVESTMENT RELATED, 1049 NE WASHINGTON BLVD, BARTLESVILLE, OK 74006, REAL ESTATE RENTALS, OWNER, STARTED 07/01/2009, PURCHASE PROPERTIES/MAINTAIN/RENT PROPERTIES, 40+ HOURS/MO, 0-10 HOURS/MO DURING TRADING; T2T HOME, LLC, NOT INVESTMENT RELATED, 1049 NE WASHINGTON BLVD, BARTLESVILLE, OK 74006, REAL ESTATE RENTALS, 09/23/2021, PURCHASE PROPERTIES/MAINTAIN/RENT PROPERTIES, 40+ HOURS/MO, 0-10 HOURS/MO DURING TRADING; CO-TTEE OF THE CHERYL A GREEN REVOCABLE TRUST, DTD 05/05/05, WHICH IS A MINORITY SHAREHOLDER OF DOMINION FINANCIAL SERVICES, INC (DFS), MINORITY OWNER. OKLAHOMA LICENSED REAL ESTATE SALES ASSOCIATE 11/7/2017, ASSIST INDIVIDUALS TO LIST/BUY/SELL REAL ESTATE 10-60 HOURS/MO, 0-10 HOURS DURING TRADING; TAP OUTSOURCING LLC, 10/2020, BOOKKEEPING & ACCOUNTING, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK 74003, 0-5 HOURS/MO, 0-5 HOURS/MO DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2001-10-17

Other Names

• Cheryl Annette Phillips
• Cheryl Annette Phillips